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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Half Moon Bay, CA

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

16 registered advisors work in Half Moon Bay; the most are at LPL Financial LLC (4). 3 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Half Moon Bay

FirmAdvisors in Half Moon Bay
LPL Financial LLC news4
Edward Jones news3
Wells Fargo Clearing Services, LLC news2
1st Discount Brokerage, Inc.1
Allworth Financial, L.P. news1
Assetmark, Inc.1
Equitable Advisors, LLC news1
Hightower Advisors, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1

Advisors in Half Moon Bay, A to Z

CFP advisors in Half Moon Bay →

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 Half Moon Bay, CA?

16 investment adviser representatives are registered at firm offices in Half Moon Bay, California, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Half Moon Bay?

LPL Financial LLC, with 4 registered advisors in Half Moon Bay, followed by Edward Jones with 3.

How do I check a financial advisor in Half Moon Bay?

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.