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Financial ADVSR advisor directory · SEC adviser records

Canter Wealth financial advisors in La Jolla, CA

Every SEC-registered investment adviser representative at a Canter Wealth office in La Jolla, A to Z.

5 registered advisors work at Canter Wealth in La Jolla, out of 5 at the firm nationwide; it ranks number 19 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Canter Wealth advisors in La Jolla, A to Z

Every Canter Wealth advisor →

Canter Wealth advisors in every city and state →Canter Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in La Jolla

All La Jolla advisors →

Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Alphacore Capital LLC 43Wells Fargo Clearing Services, LLC 40UBS Financial Services Inc. 36LPL Financial LLC 25Charles Schwab & Co., Inc. 16Brandes Investment Partners, LP 14Osaic Wealth, Inc. 11Integrated Wealth Concepts LLC 10J.P. Morgan Securities LLC 9Wells Fargo Advisors Financial Network, LLC 9

Questions

How many financial advisors does Canter Wealth have in La Jolla?

5 investment adviser representatives are registered at Canter Wealth offices in La Jolla, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Canter Wealth one of the largest advisor employers in La Jolla?

Canter Wealth ranks number 19 in La Jolla by registered advisors; Morgan Stanley has the most, with 67.

How do I check a Canter Wealth advisor in La Jolla?

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 Canter Wealth 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.