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Financial ADVSR advisor directory · SEC adviser records

Win Team Advisory Services financial advisors in Irvine, CA

Every SEC-registered investment adviser representative at a Win Team Advisory Services office in Irvine, A to Z.

3 registered advisors work at Win Team Advisory Services in Irvine, out of 3 at the firm nationwide; it ranks number 83 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Win Team Advisory Services advisors in Irvine, A to Z

Every Win Team Advisory Services advisor →

Win Team Advisory Services advisors in every city and state →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 Win Team Advisory Services have in Irvine?

3 investment adviser representatives are registered at Win Team Advisory Services offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Win Team Advisory Services one of the largest advisor employers in Irvine?

Win Team Advisory Services ranks number 83 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.

How do I check a Win Team Advisory Services 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 Win Team Advisory Services 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.