Financial ADVSR advisor directory · SEC adviser records
Equitable Advisors, LLC financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Equitable Advisors, LLC office in Oakland, A to Z.
The short answer
3 registered advisors work at Equitable Advisors, LLC in Oakland, out of 4,710 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Equitable Advisors, LLC advisors in Oakland, A to Z
Every Equitable Advisors, LLC advisor →- Julian W. BealAlso a broker rep
- Joseph TheamAlso a broker rep
- Susan R. Vidalon-SuzukiAlso a broker rep
Equitable Advisors, LLC advisors in every city and state →Equitable Advisors, LLC: assets, clients and custodians →Equitable news and advisor moves →Advisor Moves: who changed firms this week →
Equitable Advisors, LLC advisors in other cities
New York, NY 322Melville, NY 161Bala Cynwyd, PA 136Williamsville, NY 105Woodbridge, NJ 87Bellevue, WA 81Oak Brook, IL 81Wellesley, MA 71Rochester, NY 66Syracuse, NY 65Troy, MI 62Miami, FL 58Charlotte, NC 55Dallas, TX 55Columbia, MD 53
Other firms in Oakland
All Oakland advisors →Morgan Stanley 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Infinity Financial Services Advisory 27Charles Schwab & Co., Inc. 21Liberty Wealth Management, LLC 15J.P. Morgan Securities LLC 12Strategic Advisers LLC 11Wealth Enhancement Advisory Services, LLC 8LPL Financial LLC 6State Farm Investment Management Corp. 6Vanguard Personalized Indexing Management 5Forusall 4
Questions
How many financial advisors does Equitable Advisors, LLC have in Oakland?
3 investment adviser representatives are registered at Equitable Advisors, LLC offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4,710 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Equitable Advisors, LLC one of the largest advisor employers in Oakland?
Equitable Advisors, LLC ranks number 14 in Oakland by registered advisors; Morgan Stanley has the most, with 58.
How do I check a Equitable Advisors, LLC advisor in Oakland?
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 Equitable Advisors, 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.