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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lincoln, CA

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

24 registered advisors work in Lincoln; the most are at Edward Jones (4). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Lincoln

FirmAdvisors in Lincoln
Edward Jones news4
Strategic Advisers LLC3
Cetera Investment Advisers LLC news2
Waterrock Wealth Management2
Wells Fargo Advisors Financial Network, LLC news2
Alphacore Capital LLC1
David Ettl Financial1
Empower Advisory Group, LLC1
Innovative Financial Advisors, LLC1
LPL Financial LLC news1
Northwestern Mutual Investment Services, LLC1
Portfolio Medics, LLC1
State Farm Investment Management Corp.1
Stifel, Nicolaus & Company, Incorporated news1
U.S. Bancorp Advisors, LLC1
Vanderbilt Advisory Services1

Advisors in Lincoln, A to Z

CFP advisors in Lincoln →

Other cities in California

All of California →

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 Lincoln, CA?

24 investment adviser representatives are registered at firm offices in Lincoln, California, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lincoln?

Edward Jones, with 4 registered advisors in Lincoln, followed by Strategic Advisers LLC with 3.

How do I check a financial advisor in Lincoln?

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.