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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in La Mesa, CA

Every SEC-registered investment adviser representative at a firm office in La Mesa, with the firms that employ the most of them.

71 registered advisors work in La Mesa; the most are at LPL Financial LLC (21). 0 list the CFP designation and 59 are also registered broker representatives.

Firms with the most advisors in La Mesa

FirmAdvisors in La Mesa
LPL Financial LLC news21
Edward Jones news6
Petix & Botte Financial4
Alpha & Omega3
Ameriprise Financial Services, LLC news3
Commonwealth Financial Network news3
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Bruce McIndoe & Associates, Inc.1
Charles Schwab & Co., Inc. news1
Equitable Advisors, LLC news1
Esi Financial Services, Inc.1
Ing Wealth1
Invicta Financial Group1
Kestra Advisory Services, LLC news1
Mariner news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
RBC Capital Markets, LLC news1
RBC Securities, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Slp Wealth1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Telos Capital Management, Inc.1

Advisors in La Mesa, A to Z

Search all of California →

Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in La Mesa, CA?

71 investment adviser representatives are registered at firm offices in La Mesa, California, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in La Mesa?

LPL Financial LLC, with 21 registered advisors in La Mesa, followed by Edward Jones with 6.

How do I check a financial advisor in La Mesa?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.