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Financial ADVSR advisor directory · SEC adviser records

Crux Wealth Advisors financial advisors in Long Beach, CA

Every SEC-registered investment adviser representative at a Crux Wealth Advisors office in Long Beach, A to Z.

The short answer

5 registered advisors work at Crux Wealth Advisors in Long Beach, out of 8 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Crux Wealth Advisors advisors in Long Beach, A to Z

Every Crux Wealth Advisors advisor →

Crux Wealth Advisors advisors in every city and state →Crux Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Crux Wealth Advisors advisors in other cities

Torrance, CA 1Torrance,, CA 1Westchester, IL 1

Other firms in Long Beach

All Long Beach advisors →

Morgan Stanley 79Halbert Hargrove 38LPL Financial LLC 27Wells Fargo Advisors Financial Network, LLC 19Clg LLC 15J.P. Morgan Securities LLC 14Ameriprise Financial Services, LLC 13Edward Jones 11Strategic Advisers LLC 11Cetera Investment Advisers LLC 6Integrated Wealth Concepts LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5

Questions

How many financial advisors does Crux Wealth Advisors have in Long Beach?

5 investment adviser representatives are registered at Crux Wealth Advisors offices in Long Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Crux Wealth Advisors one of the largest advisor employers in Long Beach?

Crux Wealth Advisors ranks number 11 in Long Beach by registered advisors; Morgan Stanley has the most, with 79.

How do I check a Crux Wealth Advisors advisor in Long Beach?

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 Crux Wealth Advisors 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.