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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakeside, CA

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

14 registered advisors work in Lakeside; the most are at Cavu Wealth Management (6). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Lakeside

FirmAdvisors in Lakeside
Cavu Wealth Management6
Wbb Securities, LLC2
Colomb Investment Management Company, LLC1
LPL Financial LLC news1
Onyx Bridge Wealth Group LLC1
Osaic Wealth, Inc. news1
Speiro Investments, LLC1
State Farm Investment Management Corp.1

Advisors in Lakeside, A to Z

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Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Lakeside, CA?

14 investment adviser representatives are registered at firm offices in Lakeside, 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 Lakeside?

Cavu Wealth Management, with 6 registered advisors in Lakeside, followed by Wbb Securities, LLC with 2.

How do I check a financial advisor in Lakeside?

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.