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Financial ADVSR advisor directory · SEC adviser records

Parkshore Wealth Management financial advisors in Granite Bay, CA

Every SEC-registered investment adviser representative at a Parkshore Wealth Management office in Granite Bay, A to Z.

The short answer

5 registered advisors work at Parkshore Wealth Management in Granite Bay, out of 5 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Parkshore Wealth Management advisors in Granite Bay, A to Z

Every Parkshore Wealth Management advisor →

Parkshore Wealth Management advisors in every city and state →Parkshore Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Granite Bay

All Granite Bay advisors →

LPL Financial LLC 7Edward Jones 6Dynamic Wealth Strategies, LLC 3Kerux, LLC 3Sowell Management 3Spectrum Wealth Advisory Group, LLC 3

Questions

How many financial advisors does Parkshore Wealth Management have in Granite Bay?

5 investment adviser representatives are registered at Parkshore Wealth Management offices in Granite Bay, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Parkshore Wealth Management one of the largest advisor employers in Granite Bay?

Parkshore Wealth Management ranks number 3 in Granite Bay by registered advisors; LPL Financial LLC has the most, with 7.

How do I check a Parkshore Wealth Management advisor in Granite Bay?

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 Parkshore 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.