Financial ADVSR advisor directory · SEC adviser records
West Wealth Group, LLC financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a West Wealth Group, LLC office in Irvine, A to Z.
The short answer
14 registered advisors work at West Wealth Group, LLC in Irvine, out of 19 at the firm nationwide; it ranks number 23 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
West Wealth Group, LLC advisors in Irvine, A to Z
Every West Wealth Group, LLC advisor →- David J. AdamsInvestment adviser rep
- Shane P. BrosnanInvestment adviser rep
- Kurtis M. DesousaInvestment adviser rep
- Lauren V. GershenInvestment adviser rep
- Brian M. LevyInvestment adviser rep
- Richard B. MangusInvestment adviser rep
- Eric D. MosserCertified Financial Planner
- Ayush A. RavalInvestment adviser rep
- Anthony J. SerranoCertified Financial Planner
- Jose SoriaCertified Financial Planner
- Gregory StevensonInvestment adviser rep
- Charles H. SummitInvestment adviser rep
- Justin TranInvestment adviser rep
- Christopher M. WagnerCertified Financial Planner
West Wealth Group, LLC advisors in every city and state →West Wealth Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
West Wealth Group, LLC 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 West Wealth Group, LLC have in Irvine?
14 investment adviser representatives are registered at West Wealth Group, LLC offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is West Wealth Group, LLC one of the largest advisor employers in Irvine?
West Wealth Group, LLC ranks number 23 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.
How do I check a West Wealth Group, LLC 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 West Wealth Group, LLC 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.