Financial ADVSR advisor directory · SEC adviser records
Acorns financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Acorns office in Irvine, A to Z.
8 registered advisors work at Acorns in Irvine, out of 12 at the firm nationwide; it ranks number 41 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Acorns advisors in Irvine, A to Z
Every Acorns advisor →- Alyssa M. ArneyAlso a broker rep
- Matthew G. CaisonAlso a broker rep
- Denise ChisolmAlso a broker rep
- Elizabeth LandrethAlso a broker rep
- Andrew C. OharaAlso a broker rep
- Jenny L. OlsonedwardsAlso a broker rep
- Alicia M. SaundersAlso a broker rep
- Seth WunderChartered Financial Analyst
Acorns advisors in every city and state →Acorns: assets, clients and custodians →Advisor Moves: who changed firms this week →
Acorns advisors in other cities
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Acorns have in Irvine?
8 investment adviser representatives are registered at Acorns offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Acorns one of the largest advisor employers in Irvine?
Acorns ranks number 41 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Acorns advisor in Irvine?
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 Acorns 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.