Financial ADVSR advisor directory · SEC adviser records
Guardian Financial Partners, LLC financial advisors in Orange, CA
Every SEC-registered investment adviser representative at a Guardian Financial Partners, LLC office in Orange, A to Z.
The short answer
3 registered advisors work at Guardian Financial Partners, LLC in Orange, out of 7 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Guardian Financial Partners, LLC advisors in Orange, A to Z
Every Guardian Financial Partners, LLC advisor →- Casey S. BartelsCertified Financial Planner
- Patrick C. GuinetInvestment adviser rep
- Hung P. NguyenCertified Financial Planner
Guardian Financial Partners, LLC advisors in every city and state →Guardian Financial Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Guardian Financial Partners, LLC advisors in other cities
Arcadia, CA 1Corona Del Mar, CA 1Laguna Niguel, CA 1Santa Ana, CA 1
Other firms in Orange
All Orange advisors →LPL Financial LLC 27B.B. Graham & Company, Inc. 18Transamerica Financial Advisors, LLC 16LPL Enterprise, LLC 11Cetera Investment Advisers LLC 8Secura Financial 8Edward Jones 7Nwf Advisory Services Inc. 7J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Osaic Wealth, Inc. 4Strategic Advisers LLC 4
Questions
How many financial advisors does Guardian Financial Partners, LLC have in Orange?
3 investment adviser representatives are registered at Guardian Financial Partners, LLC offices in Orange, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Guardian Financial Partners, LLC one of the largest advisor employers in Orange?
Guardian Financial Partners, LLC ranks number 13 in Orange by registered advisors; LPL Financial LLC has the most, with 27.
How do I check a Guardian Financial Partners, LLC advisor in Orange?
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 Guardian Financial Partners, 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.