Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Oceanside, CA
Every SEC-registered investment adviser representative at a firm office in Oceanside, with the firms that employ the most of them.
61 registered advisors work in Oceanside; the most are at First Command Advisory Services (6). 9 list the CFP designation and 48 are also registered broker representatives.
Firms with the most advisors in Oceanside
| Firm | Advisors in Oceanside |
|---|---|
| First Command Advisory Services | 6 |
| Edward Jones news | 5 |
| LPL Financial LLC news | 5 |
| Osaic Wealth, Inc. news | 5 |
| J.P. Morgan Securities LLC news | 3 |
| Aligned Advisors | 2 |
| Independent Financial Group, LLC | 2 |
| Navy Federal Investment Services, LLC | 2 |
| State Farm Investment Management Corp. | 2 |
| Strategic Advisers LLC | 2 |
| Advisory Financial Services LLC | 1 |
| Aeternum Advisors | 1 |
| Ameritas Advisory Services, LLC | 1 |
| Beacon Pointe Advisors, LLC news | 1 |
| Building Equities, LLC | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Commonwealth Financial Network news | 1 |
| Creativeone Securities, LLC | 1 |
| Eagle Strategies LLC | 1 |
| Empower Advisory Group, LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Financial Enhancement Group | 1 |
| Gustafson Financial Solutions | 1 |
| Joseph M. Sebo, Cfp Inc. | 1 |
| MML Investors Services, LLC | 1 |
Advisors in Oceanside, A to Z
CFP advisors in Oceanside →- Arnold G. AdkinsEmpower Advisory Group, LLC
- Chano J. ArellanoBuilding Equities, LLC
- Jeffrey C. BabcockCreativeone Securities, LLC · Certified Financial Planner
- Michael R. BelgardAligned Advisors
- Jesus M. BeltranCetera Investment Advisers LLC
- Brian L. BickfordEquitable Advisors, LLC
- Michael A. BlankersUSA Financial Securities LLC
- Gerald BrownJ.P. Morgan Securities LLC
- Mark S. BuckmanLPL Financial LLC
- Ronald D. BusseyLPL Financial LLC
- John Y. ChoState Farm Investment Management Corp. · Chartered Financial Consultant
- Brett R. ClarkeIndependent Financial Group, LLC
- Katelynne ConserEdward Jones · Certified Financial Planner
- Peggy M. CotterAeternum Advisors
- Don B. CraneFirst Command Advisory Services
- Adam S. CreelFirst Command Advisory Services
- Jennifer M. D'AmicoLPL Financial LLC
- Jeannette R. FonotiJ.P. Morgan Securities LLC
- Griffin L. GaughranMML Investors Services, LLC
- Rodney O. GrahamOsaic Wealth, Inc.
- Terrence D. GustafsonGustafson Financial Solutions · Certified Financial Planner
- James D. HeczkoOpus Investment Advisors, LLC
- Hayley B. HigginsLPL Financial LLC
- Aaron Z. JewettOsaic Wealth, Inc. · Certified Financial Planner
- Amanda M. JonesFirst Command Advisory Services
- Paul E. KarshnerFinancial Enhancement Group
- Emily L. KestlerOsaic Wealth, Inc.
- Janet M. LeahyRBC Capital Markets, LLC
- Zachary LefeverStrategic Advisers LLC
- Troy F. LiddiFirst Command Advisory Services
- Dale M. MaasEdward Jones
- Jonathan R. MoffatAligned Advisors
- Valdo MotaFirst Command Advisory Services
- Jeremy A. NansenSummit Global Investments, LLC
- Joanne K. OlsonFirst Command Advisory Services
- Eric D. OpdahlState Farm Investment Management Corp.
- Andrea L. OrlandoSummit Financial, LLC · Certified Financial Planner
- Troy B. PangelinanOsaic Wealth, Inc. · Certified Financial Planner
- Taylor PaytonEdward Jones
- Eugenio E. PedrazaWells Fargo Clearing Services, LLC
- Brad P. ReinardQtr Capital Management LLC
- Callie L. RennerBeacon Pointe Advisors, LLC · Certified Financial Planner
- Rochelle D. SanchezAmeritas Advisory Services, LLC
- Curtis J. Sathre IIIQuincy Wells Advisors, LLC
- William C. SayreWedbush Securities Inc.
- Lilia R. SchweitzerRaymond James Financial Services Advisors, Inc.
- Joseph M. SeboJoseph M. Sebo, Cfp Inc. · Certified Financial Planner
- Paul J. Seto Jr.Tactive Advisors, LLC · Chartered Financial Analyst
- Daniel D. SponsellerJ.P. Morgan Securities LLC
- Paul J. SpragueVoya Financial Advisors, Inc.
- Steve R. StatzerCommonwealth Financial Network
- Caroline TalebiEdward Jones
- Steven G. TardiffAdvisory Financial Services LLC
- Keith R. TrezekIndependent Financial Group, LLC
- William A. Tychsen IIOsaic Wealth, Inc.
- Steven J. VasquezNavy Federal Investment Services, LLC
- Megan M. WardEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Austin WhiteStrategic Advisers LLC
- Matthew J. WiegeleNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Wyatt WilsonEdward Jones
- Roy C. WoehrmanLPL Financial LLC
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in Oceanside, CA?
61 investment adviser representatives are registered at firm offices in Oceanside, California, according to the SEC's Investment Adviser Public Disclosure records. 48 of them are also registered as broker representatives, and 9 list the CFP designation.
Which firm has the most financial advisors in Oceanside?
First Command Advisory Services, with 6 registered advisors in Oceanside, followed by Edward Jones with 5.
How do I check a financial advisor in Oceanside?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.