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Green Street financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Green Street office in Newport Beach, A to Z.
The short answer
13 registered advisors work at Green Street in Newport Beach, out of 14 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Green Street advisors in Newport Beach, A to Z
Every Green Street advisor →- Dirk S. AulabaughInvestment adviser rep
- Michael P. BarackmanInvestment adviser rep
- Roya BouzariInvestment adviser rep
- Jacob T. BrackenInvestment adviser rep
- John E. FilleyInvestment adviser rep
- Robyn A. FrancisInvestment adviser rep
- Sage H. HaleInvestment adviser rep
- Roy JiangChartered Financial Analyst
- Bayle R. Smith Jr.Chartered Financial Analyst
- Jeffry H. Stuek Jr.Investment adviser rep
- Susan J. WorshamInvestment adviser rep
- William WuChartered Financial Analyst
- Lillian F. XiaInvestment adviser rep
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Green Street advisors in other cities
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38
Questions
How many financial advisors does Green Street have in Newport Beach?
13 investment adviser representatives are registered at Green Street offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Green Street one of the largest advisor employers in Newport Beach?
Green Street ranks number 23 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Green Street advisor in Newport 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 Green Street 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.