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Financial ADVSR advisor directory · SEC adviser records

Ascentis Independent Advisors, LLC financial advisors in Fresno, CA

Every SEC-registered investment adviser representative at a Ascentis Independent Advisors, LLC office in Fresno, A to Z.

The short answer

3 registered advisors work at Ascentis Independent Advisors, LLC in Fresno, out of 44 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Ascentis Independent Advisors, LLC advisors in Fresno, A to Z

Every Ascentis Independent Advisors, LLC advisor →

Ascentis Independent Advisors, LLC advisors in every city and state →Ascentis Independent Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascentis Independent Advisors, LLC advisors in other cities

Dallas, TX 19Bemidji, MN 3Fort Collins, CO 2Bountiful, UT 1Charlotte, NC 1Denver, CO 1Grand Rapids, MN 1Lafayette, CA 1Laguna Niguel, CA 1Las Cruces, NM 1Modesto, CA 1Newport Beach, CA 1North Bend, WA 1Osprey, FL 1Richmond, UT 1

Other firms in Fresno

All Fresno advisors →

LPL Financial LLC 80Wells Fargo Clearing Services, LLC 59Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Ameriprise Financial Services, LLC 20Wells Fargo Advisors Financial Network, LLC 11Commonwealth Financial Network 10Eagle Strategies LLC 10Osaic Wealth, Inc. 10Principal Securities, Inc. 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7

Questions

How many financial advisors does Ascentis Independent Advisors, LLC have in Fresno?

3 investment adviser representatives are registered at Ascentis Independent Advisors, LLC offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 44 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Ascentis Independent Advisors, LLC one of the largest advisor employers in Fresno?

Ascentis Independent Advisors, LLC ranks number 28 in Fresno by registered advisors; LPL Financial LLC has the most, with 80.

How do I check a Ascentis Independent Advisors, LLC advisor in Fresno?

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 Ascentis Independent Advisors, LLC 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.