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Financial ADVSR advisor directory · SEC adviser records

Fortem Financial Group, LLC financial advisors in Palm Desert, CA

Every SEC-registered investment adviser representative at a Fortem Financial Group, LLC office in Palm Desert, A to Z.

The short answer

4 registered advisors work at Fortem Financial Group, LLC in Palm Desert, out of 5 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Fortem Financial Group, LLC advisors in Palm Desert, A to Z

Every Fortem Financial Group, LLC advisor →

Fortem Financial Group, LLC advisors in every city and state →Fortem Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Fortem Financial Group, LLC advisors in other cities

Mesa, AZ 1

Other firms in Palm Desert

All Palm Desert advisors →

Morgan Stanley 23Wells Fargo Clearing Services, LLC 18Keystone Private Wealth 12Raymond James & Associates, Inc. 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5D.A. Davidson & Co. 4LPL Financial LLC 4

Questions

How many financial advisors does Fortem Financial Group, LLC have in Palm Desert?

4 investment adviser representatives are registered at Fortem Financial Group, LLC offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Fortem Financial Group, LLC one of the largest advisor employers in Palm Desert?

Fortem Financial Group, LLC ranks number 12 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.

How do I check a Fortem Financial Group, LLC advisor in Palm Desert?

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 Fortem Financial Group, 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.