Financial ADVSR advisor directory · SEC adviser records
American Investors Company financial advisors in Lafayette, CA
Every SEC-registered investment adviser representative at a American Investors Company office in Lafayette, A to Z.
The short answer
3 registered advisors work at American Investors Company in Lafayette, out of 27 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
American Investors Company advisors in Lafayette, A to Z
Every American Investors Company advisor →- Scott E. DawsonCertified Financial Planner · Also a broker rep
- Jerry S. MosherCertified Financial Planner · Also a broker rep
- William TomCertified Financial Planner · Also a broker rep
American Investors Company advisors in every city and state →American Investors Company: assets, clients and custodians →Advisor Moves: who changed firms this week →
American Investors Company advisors in other cities
San Ramon, CA 8San Jose, CA 3Walnut Creek, CA 2Auburn, CA 1Danville, CA 1Dublin, CA 1Healdsburg, CA 1Los Banos, CA 1Modesto, CA 1Monterey, CA 1Oakland, CA 1Pleasanton, CA 1San Rafael, CA 1Santa Rosa, CA 1
Other firms in Lafayette
All Lafayette advisors →Osaic Wealth, Inc. 16Dixon Financial Services 6The Mather Group, LLC 4Gebhardt Group, Inc. 3Lewis Asset Management 3Mai Capital Management, LLC 3Mosher Financial Advisors LLC 3
Questions
How many financial advisors does American Investors Company have in Lafayette?
3 investment adviser representatives are registered at American Investors Company offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is American Investors Company one of the largest advisor employers in Lafayette?
American Investors Company ranks number 4 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.
How do I check a American Investors Company advisor in Lafayette?
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 American Investors Company 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.