Financial ADVSR advisor directory · SEC adviser records
Foundry Financial LLC financial advisors in Pasadena, CA
Every SEC-registered investment adviser representative at a Foundry Financial LLC office in Pasadena, A to Z.
4 registered advisors work at Foundry Financial LLC in Pasadena, out of 10 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Foundry Financial LLC advisors in Pasadena, A to Z
Every Foundry Financial LLC advisor →- Elena G. DunnInvestment adviser rep
- Nicholas B. HiebertInvestment adviser rep
- Kevin D. LumCertified Financial Planner
- Jackson T. SteuberInvestment adviser rep
Foundry Financial LLC advisors in every city and state →Foundry Financial LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Foundry Financial LLC advisors in other cities
College Station, TX 1Costa Mesa, CA 1Covington, LA 1Davidson, NC 1Fort Lauderdale, FL 1Laurel, MD 1Placentia, CA 1
Other firms in Pasadena
All Pasadena advisors →Morgan Stanley 129Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Wells Fargo Clearing Services, LLC 93Wedbush Securities Inc. 84UBS Financial Services Inc. 58LPL Financial LLC 49Cetera Investment Advisers LLC 43J.P. Morgan Securities LLC 43Strategic Advisers LLC 39Charles Schwab & Co., Inc. 25Raymond James & Associates, Inc. 21Citigroup Global Markets Inc. 17
Questions
How many financial advisors does Foundry Financial LLC have in Pasadena?
4 investment adviser representatives are registered at Foundry Financial LLC offices in Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Foundry Financial LLC one of the largest advisor employers in Pasadena?
Foundry Financial LLC ranks number 44 in Pasadena by registered advisors; Morgan Stanley has the most, with 129.
How do I check a Foundry Financial LLC advisor in Pasadena?
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 Foundry Financial 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.