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Financial ADVSR advisor directory · SEC adviser records

Westshore Wealth financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Westshore Wealth office in Newport Beach, A to Z.

The short answer

5 registered advisors work at Westshore Wealth in Newport Beach, out of 7 at the firm nationwide; it ranks number 63 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Westshore Wealth advisors in Newport Beach, A to Z

Every Westshore Wealth advisor →

Westshore Wealth advisors in every city and state →Westshore Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Westshore Wealth advisors in other cities

Dallas, TX 2

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 Westshore Wealth have in Newport Beach?

5 investment adviser representatives are registered at Westshore Wealth offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Westshore Wealth one of the largest advisor employers in Newport Beach?

Westshore Wealth ranks number 63 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.

How do I check a Westshore Wealth 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 Westshore Wealth 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.