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Financial ADVSR advisor directory · SEC adviser records

Planned Solutions, Inc. financial advisors in Folsom, CA

Every SEC-registered investment adviser representative at a Planned Solutions, Inc. office in Folsom, A to Z.

7 registered advisors work at Planned Solutions, Inc. in Folsom, out of 7 at the firm nationwide; it ranks number 9 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Planned Solutions, Inc. advisors in Folsom, A to Z

Every Planned Solutions, Inc. advisor →

Planned Solutions, Inc. advisors in every city and state →Planned Solutions, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Folsom

All Folsom advisors →

Allworth Financial, L.P. 110Edward Jones 18Morgan Stanley 18Strategic Advisers LLC 18Equitable Advisors, LLC 17LPL Financial LLC 16Ameritas Advisory Services, LLC 15Captrust 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6Commonwealth Financial Network 4J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Planned Solutions, Inc. have in Folsom?

7 investment adviser representatives are registered at Planned Solutions, Inc. offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Planned Solutions, Inc. one of the largest advisor employers in Folsom?

Planned Solutions, Inc. ranks number 9 in Folsom by registered advisors; Allworth Financial, L.P. has the most, with 110.

How do I check a Planned Solutions, Inc. advisor in Folsom?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Planned Solutions, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.