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Financial ADVSR advisor directory · SEC adviser records

Whelan Financial financial advisors in Fresno, CA

Every SEC-registered investment adviser representative at a Whelan Financial office in Fresno, A to Z.

7 registered advisors work at Whelan Financial in Fresno, out of 7 at the firm nationwide; it ranks number 14 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.

Whelan Financial advisors in Fresno, A to Z

Every Whelan Financial advisor →

Whelan Financial advisors in every city and state →Whelan Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Whelan Financial have in Fresno?

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

Is Whelan Financial one of the largest advisor employers in Fresno?

Whelan Financial ranks number 14 in Fresno by registered advisors; LPL Financial LLC has the most, with 80.

How do I check a Whelan Financial 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 Whelan Financial 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.