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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palmdale, CA

Every SEC-registered investment adviser representative at a firm office in Palmdale, with the firms that employ the most of them.

25 registered advisors work in Palmdale; the most are at LPL Financial LLC (3). 3 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Palmdale

FirmAdvisors in Palmdale
LPL Financial LLC news3
Morgan Stanley news3
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Strategic Advisers LLC2
U.S. Bancorp Advisors, LLC2
Acrylic Financial, Inc.1
Dynamic1
Edward Jones news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Navy Federal Investment Services, LLC1
Neya Capital1
Pnr Financial Services LLC1
Sage Wealth Solutions, LLC1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Palmdale, A to Z

CFP advisors in Palmdale →

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 Palmdale, CA?

25 investment adviser representatives are registered at firm offices in Palmdale, California, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Palmdale?

LPL Financial LLC, with 3 registered advisors in Palmdale, followed by Morgan Stanley with 3.

How do I check a financial advisor in Palmdale?

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.