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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fullerton, CA

Every SEC-registered investment adviser representative at a firm office in Fullerton, with the firms that employ the most of them.

80 registered advisors work in Fullerton; the most are at Cetera Investment Advisers LLC (13). 27 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Fullerton

FirmAdvisors in Fullerton
Cetera Investment Advisers LLC news13
Eclectic Associates, Inc.9
LPL Financial LLC news8
J.P. Morgan Securities LLC news4
The Ameriflex Group4
Transamerica Financial Advisors, LLC4
U.S. Bancorp Advisors, LLC4
Crane & Associates Wealth Management3
Mariner news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Osaic Wealth, Inc. news3
Edward Jones news2
Independent Financial Group, LLC2
MML Investors Services, LLC2
Strategic Advisers LLC2
Centaurus Financial, Inc.1
Commonwealth Financial Network news1
Connective Wealth Partners, LLC1
Corecap Advisors1
Empower Advisory Group, LLC1
Equitable Advisors, LLC news1
Gwn Securities Inc.1
Husami & Associates1
Irontree Wealth Management, Inc.1
James Curtis Financial And Insurance Services1

Advisors in Fullerton, A to Z

CFP advisors in Fullerton →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Fullerton, CA?

80 investment adviser representatives are registered at firm offices in Fullerton, California, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 27 list the CFP designation.

Which firm has the most financial advisors in Fullerton?

Cetera Investment Advisers LLC, with 13 registered advisors in Fullerton, followed by Eclectic Associates, Inc. with 9.

How do I check a financial advisor in Fullerton?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.