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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Glendora, CA

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

The short answer

32 registered advisors work in Glendora; the most are at K2 Financial Inc. (5). 4 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Glendora

FirmAdvisors in Glendora
K2 Financial Inc.5
Cetera Investment Advisers LLC news4
Lincoln Investment4
Ameriprise Financial Services, LLC news3
McClure Investment Management, LLC3
Cwm, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Strategic Advisers LLC2
724 Capital, LLC1
First Advisors National, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Ministry Partners Securities, LLC1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Southland Equity Partners, LLC.1
State Farm Investment Management Corp.1
Steve Garrett And Associates,inc.1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Glendora, A to Z

CFP advisors in Glendora →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Glendora, CA?

32 investment adviser representatives are registered at firm offices in Glendora, California, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Glendora?

K2 Financial Inc., with 5 registered advisors in Glendora, followed by Cetera Investment Advisers LLC with 4.

How do I check a financial advisor in Glendora?

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.