Financial ADVSR advisor directory · SEC adviser records
Savant Wealth Management financial advisors in Fullerton, CA
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Fullerton, A to Z.
The short answer
3 registered advisors work at Savant Wealth Management in Fullerton, out of 370 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Fullerton, A to Z
Every Savant Wealth Management advisor →- Melissa L. ClarkeInvestment adviser rep
- Wyatt A. KiedrowskiInvestment adviser rep
- Lauren L. ZunigaCertified Financial Planner
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 192Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Westwood, MA 12Atlanta, GA 8Lancaster, PA 8Huntersville, NC 6Manassas, VA 6Oklahoma City, OK 5St Paul, MN 5Austin, TX 4Cedar Rapids, IA 4Dover, DE 4South Portland, ME 4
Other firms in Fullerton
All Fullerton advisors →Cetera Investment Advisers LLC 13Eclectic Associates, Inc. 9LPL Financial LLC 8J.P. Morgan Securities LLC 5The Ameriflex Group 4Transamerica Financial Advisors, LLC 4U.S. Bancorp Advisors, LLC 4Crane & Associates Wealth Management 3Mariner 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Osaic Wealth, Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Savant Wealth Management have in Fullerton?
3 investment adviser representatives are registered at Savant Wealth Management offices in Fullerton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Fullerton?
Savant Wealth Management ranks number 12 in Fullerton by registered advisors; Cetera Investment Advisers LLC has the most, with 13.
How do I check a Savant Wealth Management advisor in Fullerton?
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 Savant Wealth Management 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.