Financial ADVSR advisor directory · SEC adviser records
The Mather Group, LLC financial advisors in Lafayette, CA
Every SEC-registered investment adviser representative at a The Mather Group, LLC office in Lafayette, A to Z.
The short answer
4 registered advisors work at The Mather Group, LLC in Lafayette, out of 106 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
The Mather Group, LLC advisors in Lafayette, A to Z
Every The Mather Group, LLC advisor →- Stephen C. BiggsCertified Financial Planner, Chartered Financial Analyst
- Karla J. McAvoyCertified Financial Planner
- Luis RoblesCertified Financial Planner
- Christopher G. SnyderInvestment adviser rep
The Mather Group, LLC advisors in every city and state →The Mather Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Mather Group, LLC advisors in other cities
Chicago, IL 64Houston, TX 8Cincinnati, OH 5Napa, CA 5Dallas, TX 3Lisle, IL 3Brentwood, TN 2Portland, OR 2Red Bank, NJ 2Atlanta, GA 1Bellevue, WA 1Greenfield, IN 1McLean, VA 1Nashville, TN 1Prior Lake, MN 1
Other firms in Lafayette
All Lafayette advisors →Osaic Wealth, Inc. 16Dixon Financial Services 6American Investors Company 3Gebhardt Group, Inc. 3Lewis Asset Management 3Mai Capital Management, LLC 3Mosher Financial Advisors LLC 3
Questions
How many financial advisors does The Mather Group, LLC have in Lafayette?
4 investment adviser representatives are registered at The Mather Group, LLC offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 106 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is The Mather Group, LLC one of the largest advisor employers in Lafayette?
The Mather Group, LLC ranks number 3 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.
How do I check a The Mather Group, 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 The Mather Group, 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.