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Financial ADVSR advisor directory · SEC adviser records

Ehrlich Financial Group financial advisors in Laguna Niguel, CA

Every SEC-registered investment adviser representative at a Ehrlich Financial Group office in Laguna Niguel, A to Z.

The short answer

4 registered advisors work at Ehrlich Financial Group in Laguna Niguel, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Ehrlich Financial Group advisors in Laguna Niguel, A to Z

Every Ehrlich Financial Group advisor →

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Other firms in Laguna Niguel

All Laguna Niguel advisors →

Morgan Stanley 36Tcfg Investment Advisors, LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 13LPL Financial LLC 8J.P. Morgan Securities LLC 7Osaic Wealth, Inc. 5Cambridge Investment Research Advisors, Inc. 4

Questions

How many financial advisors does Ehrlich Financial Group have in Laguna Niguel?

4 investment adviser representatives are registered at Ehrlich Financial Group offices in Laguna Niguel, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Ehrlich Financial Group one of the largest advisor employers in Laguna Niguel?

Ehrlich Financial Group ranks number 8 in Laguna Niguel by registered advisors; Morgan Stanley has the most, with 36.

How do I check a Ehrlich Financial Group advisor in Laguna Niguel?

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 Ehrlich Financial Group 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.