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Hollencrest Capital Management financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Hollencrest Capital Management office in Newport Beach, A to Z.
The short answer
14 registered advisors work at Hollencrest Capital Management in Newport Beach, out of 14 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Hollencrest Capital Management advisors in Newport Beach, A to Z
Every Hollencrest Capital Management advisor →- Cameron C. AkersInvestment adviser rep
- Rachel J. BeierInvestment adviser rep
- Nicholas G. BoothInvestment adviser rep
- Edrie P. DalisayCertified Financial Planner
- Christopher L. DuongChartered Financial Analyst
- Kyle E. FincherInvestment adviser rep
- James Konon Jr.Investment adviser rep
- Susan M. NakamuraChartered Financial Analyst
- Gregory P. PellizzonInvestment adviser rep
- Peter J. PellizzonInvestment adviser rep
- Michelle E. PetersenInvestment adviser rep
- Wesley W. SchulerInvestment adviser rep
- Dale V. SefarianInvestment adviser rep
- Robert B. WolfordChartered Financial Consultant
Hollencrest Capital Management advisors in every city and state →Hollencrest Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Hollencrest Capital Management have in Newport Beach?
14 investment adviser representatives are registered at Hollencrest Capital Management offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Hollencrest Capital Management one of the largest advisor employers in Newport Beach?
Hollencrest Capital Management ranks number 24 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Hollencrest Capital Management 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 Hollencrest Capital Management 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.