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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Elsinore, CA

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

7 registered advisors work in Lake Elsinore; the most are at J.P. Morgan Securities LLC (2). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Lake Elsinore

FirmAdvisors in Lake Elsinore
J.P. Morgan Securities LLC news2
Cetera Investment Advisers LLC news1
Edward Jones news1
Karl Schorr Wealth Management, LLC1
LPL Financial LLC news1
State Farm Investment Management Corp.1

Advisors in Lake Elsinore, A to Z

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Other cities in California

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San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Lake Elsinore, CA?

7 investment adviser representatives are registered at firm offices in Lake Elsinore, California, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lake Elsinore?

J.P. Morgan Securities LLC, with 2 registered advisors in Lake Elsinore, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Lake Elsinore?

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.