Financial ADVSR advisor directory · SEC adviser records
Secura Financial financial advisors in Orange, CA
Every SEC-registered investment adviser representative at a Secura Financial office in Orange, A to Z.
The short answer
8 registered advisors work at Secura Financial in Orange, out of 9 at the firm nationwide; it ranks number 6 in the city by advisors. 5 list the CFP designation and 6 are also registered broker representatives.
Secura Financial advisors in Orange, A to Z
Every Secura Financial advisor →- Michael B. BaderInvestment adviser rep
- Harry M. BarthCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Casey L. HatcherCertified Financial Planner · Also a broker rep
- Brent L. HoneaAlso a broker rep
- Richard W. JackmanCertified Financial Planner · Also a broker rep
- Saul A. PalenciaInvestment adviser rep
- Jason D. StoneCertified Financial Planner · Also a broker rep
- Kraig N. StromCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Secura Financial advisors in every city and state →Secura Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Secura Financial advisors in other cities
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 8Edward Jones 7Nwf Advisory Services Inc. 7J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Osaic Wealth, Inc. 4Strategic Advisers LLC 4Guardian Financial Partners, LLC 3
Questions
How many financial advisors does Secura Financial have in Orange?
8 investment adviser representatives are registered at Secura Financial offices in Orange, California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 5 list the CFP designation and 6 are also registered as broker representatives.
Is Secura Financial one of the largest advisor employers in Orange?
Secura Financial ranks number 6 in Orange by registered advisors; LPL Financial LLC has the most, with 27.
How do I check a Secura Financial 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 Secura Financial 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.