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Financial ADVSR advisor directory · SEC adviser records

Forusall financial advisors in Oakland, CA

Every SEC-registered investment adviser representative at a Forusall office in Oakland, A to Z.

4 registered advisors work at Forusall in Oakland, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Forusall advisors in Oakland, A to Z

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

Forusall advisors in other cities

Milford, CT 1Scottsdale, AZ 1

Other firms in Oakland

All Oakland advisors →

Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4

Questions

How many financial advisors does Forusall have in Oakland?

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

Is Forusall one of the largest advisor employers in Oakland?

Forusall ranks number 11 in Oakland by registered advisors; Morgan Stanley has the most, with 51.

How do I check a Forusall 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 Forusall 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.