Financial ADVSR advisor directory · SEC adviser records
California Financial Partners, Inc. financial advisors in Glendale, CA
Every SEC-registered investment adviser representative at a California Financial Partners, Inc. office in Glendale, A to Z.
The short answer
7 registered advisors work at California Financial Partners, Inc. in Glendale, out of 7 at the firm nationwide; it ranks number 5 in the city by advisors. 4 list the CFP designation and 7 are also registered broker representatives.
California Financial Partners, Inc. advisors in Glendale, A to Z
Every California Financial Partners, Inc. advisor →- David G. BarrCertified Financial Planner · Also a broker rep
- Samuel M. CroucherCertified Financial Planner · Also a broker rep
- Michael C. FrazierAlso a broker rep
- Simon D. HobbsAlso a broker rep
- Christian H. JohnsonCertified Financial Planner · Also a broker rep
- Edward N. JohnsonCertified Financial Planner · Also a broker rep
- Michael D. MilamAlso a broker rep
California Financial Partners, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Glendale
All Glendale advisors →Eagle Strategies LLC 22LPL Financial LLC 20Ameriprise Financial Services, LLC 15U.S. Bancorp Advisors, LLC 15Cetera Investment Advisers LLC 7J.P. Morgan Securities LLC 7Valic Financial Advisors, Inc. 7Citigroup Global Markets Inc. 6Wescap Group 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Strategic Advisers LLC 5Thrivent Investment Management Inc. 5
Questions
How many financial advisors does California Financial Partners, Inc. have in Glendale?
7 investment adviser representatives are registered at California Financial Partners, Inc. offices in Glendale, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 7 are also registered as broker representatives.
Is California Financial Partners, Inc. one of the largest advisor employers in Glendale?
California Financial Partners, Inc. ranks number 5 in Glendale by registered advisors; Eagle Strategies LLC has the most, with 22.
How do I check a California Financial Partners, Inc. advisor in Glendale?
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 California Financial Partners, 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.