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Financial ADVSR advisor directory · SEC adviser records

Dedora Capital, Inc. financial advisors in Napa, CA

Every SEC-registered investment adviser representative at a Dedora Capital, Inc. office in Napa, A to Z.

The short answer

6 registered advisors work at Dedora Capital, Inc. in Napa, out of 6 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Dedora Capital, Inc. advisors in Napa, A to Z

Every Dedora Capital, Inc. advisor →

Dedora Capital, Inc. advisors in every city and state →Dedora Capital, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Napa

All Napa advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22Morgan Stanley 18UBS Financial Services Inc. 10Wells Fargo Clearing Services, LLC 8Charles Schwab & Co., Inc. 6Edward Jones 6Osaic Wealth, Inc. 5The Mather Group, LLC 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Dedora Capital, Inc. have in Napa?

6 investment adviser representatives are registered at Dedora Capital, Inc. offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Dedora Capital, Inc. one of the largest advisor employers in Napa?

Dedora Capital, Inc. ranks number 7 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.

How do I check a Dedora Capital, Inc. advisor in Napa?

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 Dedora Capital, 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.