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Financial ADVSR advisor directory · SEC adviser records

Vanguard Personalized Indexing Management financial advisors in Oakland, CA

Every SEC-registered investment adviser representative at a Vanguard Personalized Indexing Management office in Oakland, A to Z.

The short answer

4 registered advisors work at Vanguard Personalized Indexing Management in Oakland, out of 5 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Vanguard Personalized Indexing Management advisors in Oakland, A to Z

Every Vanguard Personalized Indexing Management advisor →

Vanguard Personalized Indexing Management advisors in every city and state →Vanguard Personalized Indexing Management: assets, clients and custodians →Vanguard news and advisor moves →Advisor Moves: who changed firms this week →

Vanguard Personalized Indexing Management advisors in other cities

Malvern, PA 1Oregon, IL 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 5Forusall 4Valic Financial Advisors, Inc. 4

Questions

How many financial advisors does Vanguard Personalized Indexing Management have in Oakland?

4 investment adviser representatives are registered at Vanguard Personalized Indexing Management offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Vanguard Personalized Indexing Management one of the largest advisor employers in Oakland?

Vanguard Personalized Indexing Management ranks number 13 in Oakland by registered advisors; Morgan Stanley has the most, with 51.

How do I check a Vanguard Personalized Indexing Management 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 Vanguard Personalized Indexing 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.