Financial ADVSR advisor directory · SEC adviser records
Falcon Wealth Planning, LLC financial advisors in Ontario, CA
Every SEC-registered investment adviser representative at a Falcon Wealth Planning, LLC office in Ontario, A to Z.
The short answer
14 registered advisors work at Falcon Wealth Planning, LLC in Ontario, out of 17 at the firm nationwide; it ranks number 2 in the city by advisors. 11 list the CFP designation and 0 are also registered broker representatives.
Falcon Wealth Planning, LLC advisors in Ontario, A to Z
Every Falcon Wealth Planning, LLC advisor →- Jamil M. AbdullahCertified Financial Planner, Chartered Financial Analyst
- Dave A. Boothe Jr.Certified Financial Planner
- Quinn C. CarranzaCertified Financial Planner
- Christopher CarreonInvestment adviser rep
- Alexandra CastilloInvestment adviser rep
- Cory B. GriffithsCertified Financial Planner
- Michael G. JensenCertified Financial Planner
- Kevin D. MayoCertified Financial Planner
- Marc MelendezCertified Financial Planner
- Ricky V. PerezInvestment adviser rep
- Zackary T. RoyceCertified Financial Planner
- Gabriel A. ShahinCertified Financial Planner
- Min J. SongCertified Financial Planner
- Kenneth D. VendleyCertified Financial Planner
Falcon Wealth Planning, LLC advisors in every city and state →Falcon Wealth Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Falcon Wealth Planning, LLC advisors in other cities
Other firms in Ontario
All Ontario advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Mwa Financial Services Inc. 7LPL Financial LLC 5Pfs Investments Inc. 5Ameriprise Financial Services, LLC 3Strategic Advisers LLC 3Thrivent Advisor Network, LLC 3Thrivent Investment Management Inc. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Falcon Wealth Planning, LLC have in Ontario?
14 investment adviser representatives are registered at Falcon Wealth Planning, LLC offices in Ontario, California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Is Falcon Wealth Planning, LLC one of the largest advisor employers in Ontario?
Falcon Wealth Planning, LLC ranks number 2 in Ontario by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 20.
How do I check a Falcon Wealth Planning, LLC advisor in Ontario?
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 Falcon Wealth Planning, 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.