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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palos Verdes, CA

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

5 registered advisors work in Palos Verdes; the most are at Cetera Investment Advisers LLC (1). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Palos Verdes

FirmAdvisors in Palos Verdes
Cetera Investment Advisers LLC news1
Envision Capital Management Inc.1
Osaic Wealth, Inc. news1
Park Avenue Securities LLC1
Wellth Advisory Services, LLC1

Advisors in Palos Verdes, A to Z

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Other cities in California

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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 Palos Verdes, CA?

5 investment adviser representatives are registered at firm offices in Palos Verdes, California, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Palos Verdes?

Cetera Investment Advisers LLC, with 1 registered advisors in Palos Verdes, followed by Envision Capital Management Inc. with 1.

How do I check a financial advisor in Palos Verdes?

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.