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Financial ADVSR advisor directory · SEC adviser records

Kanani Advisory Group Inc. financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Kanani Advisory Group Inc. office in Irvine, A to Z.

The short answer

4 registered advisors work at Kanani Advisory Group Inc. in Irvine, out of 4 at the firm nationwide; it ranks number 66 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Kanani Advisory Group Inc. advisors in Irvine, A to Z

Every Kanani Advisory Group Inc. advisor →

Kanani Advisory Group Inc. advisors in every city and state →Kanani Advisory Group Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Kanani Advisory Group Inc. have in Irvine?

4 investment adviser representatives are registered at Kanani Advisory Group Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Kanani Advisory Group Inc. one of the largest advisor employers in Irvine?

Kanani Advisory Group Inc. ranks number 66 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.

How do I check a Kanani Advisory Group 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 Kanani Advisory Group 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.