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Financial ADVSR advisor directory · SEC adviser records

Mosher Financial Advisors LLC financial advisors in Lafayette, CA

Every SEC-registered investment adviser representative at a Mosher Financial Advisors LLC office in Lafayette, A to Z.

The short answer

3 registered advisors work at Mosher Financial Advisors LLC in Lafayette, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Mosher Financial Advisors LLC advisors in Lafayette, A to Z

Every Mosher Financial Advisors LLC advisor →

Mosher Financial Advisors LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Lafayette

All Lafayette advisors →

Osaic Wealth, Inc. 16Dixon Financial Services 6The Mather Group, LLC 4American Investors Company 3Gebhardt Group, Inc. 3Lewis Asset Management 3Mai Capital Management, LLC 3

Questions

How many financial advisors does Mosher Financial Advisors LLC have in Lafayette?

3 investment adviser representatives are registered at Mosher Financial Advisors LLC offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Mosher Financial Advisors LLC one of the largest advisor employers in Lafayette?

Mosher Financial Advisors LLC ranks number 8 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.

How do I check a Mosher Financial Advisors LLC 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 Mosher Financial Advisors 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.