Financial ADVSR advisor directory · SEC adviser records
Valley Wealth Managers, Inc. financial advisors in Los Angeles, CA
Every SEC-registered investment adviser representative at a Valley Wealth Managers, Inc. office in Los Angeles, A to Z.
The short answer
3 registered advisors work at Valley Wealth Managers, Inc. in Los Angeles, out of 39 at the firm nationwide; it ranks number 112 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Valley Wealth Managers, Inc. advisors in Los Angeles, A to Z
Every Valley Wealth Managers, Inc. advisor →- Camille R. MadisonAlso a broker rep
- Leonid MedvedAlso a broker rep
- Alexander NotaroAlso a broker rep
Valley Wealth Managers, Inc. advisors in every city and state →Valley Wealth Managers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valley Wealth Managers, Inc. advisors in other cities
Paramus, NJ 21Aventura, FL 5New York, NY 3Atlanta, GA 1Chicago, IL 1Coral Gables, FL 1Morristown, NJ 1Palm Beach Gardens, FL 1Tampa, FL 1West Palm Beach, FL 1White Plains, NY 1
Other firms in Los Angeles
All Los Angeles advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 341J.P. Morgan Securities LLC 308Capital Client Group, Inc. 288Morgan Stanley 199Lido 186UBS Financial Services Inc. 137Wells Fargo Clearing Services, LLC 127Rockefeller Financial LLC 98Seia 71Capital Group Private Client Services, Inc. 70MML Investors Services, LLC 58Strategic Advisers LLC 55
Questions
How many financial advisors does Valley Wealth Managers, Inc. have in Los Angeles?
3 investment adviser representatives are registered at Valley Wealth Managers, Inc. offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 39 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Valley Wealth Managers, Inc. one of the largest advisor employers in Los Angeles?
Valley Wealth Managers, Inc. ranks number 112 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 341.
How do I check a Valley Wealth Managers, Inc. advisor in Los Angeles?
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 Valley Wealth Managers, Inc. 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.