Financial ADVSR advisor directory · SEC adviser records
Index Fund Advisors, Inc. financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Index Fund Advisors, Inc. office in Irvine, A to Z.
The short answer
14 registered advisors work at Index Fund Advisors, Inc. in Irvine, out of 16 at the firm nationwide; it ranks number 27 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Index Fund Advisors, Inc. advisors in Irvine, A to Z
Every Index Fund Advisors, Inc. advisor →- Shareen M. BalkeyInvestment adviser rep
- Elizabeth M. BrunsonInvestment adviser rep
- Mary E. BrunsonInvestment adviser rep
- Daniel ChongCertified Financial Planner
- Denise G. DelaneyCertified Financial Planner
- Kerrie A. Doughty-LloydInvestment adviser rep
- Mark T. HebnerInvestment adviser rep
- Derick L. KannCertified Financial Planner, Chartered Financial Consultant
- Wesley R. LongInvestment adviser rep
- Anne E. PageInvestment adviser rep
- Nicholas A. PiccarretaCertified Financial Planner
- Neal P. RutterInvestment adviser rep
- Gordon L. ShulerInvestment adviser rep
- Venkat YarlagaddaInvestment adviser rep
Index Fund Advisors, Inc. advisors in every city and state →Index Fund Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Index Fund Advisors, Inc. advisors in other cities
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 179Wells Fargo Clearing Services, LLC 135Morgan Stanley 101Merrill Lynch, Pierce, Fenner & Smith Incorporated 69LPL Financial LLC 66LPL Enterprise, LLC 59Equitable Advisors, LLC 51Osaic Wealth, Inc. 45Cooper McManus 34Strategic Advisers LLC 30UBS Financial Services Inc. 29Charles Schwab & Co., Inc. 27
Questions
How many financial advisors does Index Fund Advisors, Inc. have in Irvine?
14 investment adviser representatives are registered at Index Fund Advisors, Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Index Fund Advisors, Inc. one of the largest advisor employers in Irvine?
Index Fund Advisors, Inc. ranks number 27 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.
How do I check a Index Fund Advisors, Inc. 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 Index Fund Advisors, 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.