Financial ADVSR advisor directory · SEC adviser records
Certuity, LLC financial advisors in Manhattan Beach, CA
Every SEC-registered investment adviser representative at a Certuity, LLC office in Manhattan Beach, A to Z.
3 registered advisors work at Certuity, LLC in Manhattan Beach, out of 25 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Certuity, LLC advisors in Manhattan Beach, A to Z
Every Certuity, LLC advisor →- Michelle L. CooperInvestment adviser rep
- Cameron V. DotyCertified Financial Planner
- Mark H. UdisInvestment adviser rep
Certuity, LLC advisors in every city and state →Certuity, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Certuity, LLC advisors in other cities
North Palm Beach, FL 17Franklin, TN 1Nashville, TN 1Potomac, MD 1San Francisco, CA 1
Other firms in Manhattan Beach
All Manhattan Beach advisors →LPL Financial LLC 15J.P. Morgan Securities LLC 14Monograph Wealth Advisors, LLC 8Ameriprise Financial Services, LLC 5Jeppson Wealth Management, LLC 5Mutual Advisors, LLC 5Ocean Path Advisors, LLC 5Edward Jones 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Strategic Advisers LLC 3
Questions
How many financial advisors does Certuity, LLC have in Manhattan Beach?
3 investment adviser representatives are registered at Certuity, LLC offices in Manhattan Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Certuity, LLC one of the largest advisor employers in Manhattan Beach?
Certuity, LLC ranks number 8 in Manhattan Beach by registered advisors; LPL Financial LLC has the most, with 15.
How do I check a Certuity, LLC advisor in Manhattan 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 Certuity, LLC 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.