Financial ADVSR advisor directory · SEC adviser records
Svl Investment Management financial advisors in Placentia, CA
Every SEC-registered investment adviser representative at a Svl Investment Management office in Placentia, A to Z.
The short answer
3 registered advisors work at Svl Investment Management in Placentia, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Svl Investment Management advisors in Placentia, A to Z
Every Svl Investment Management advisor →- Steven S. LeInvestment adviser rep
- Balamir TrunecInvestment adviser rep
- Brian D. WalkerInvestment adviser rep
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Other firms in Placentia
All Placentia advisors →Questions
How many financial advisors does Svl Investment Management have in Placentia?
3 investment adviser representatives are registered at Svl Investment Management offices in Placentia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Svl Investment Management one of the largest advisor employers in Placentia?
Svl Investment Management ranks number 1 in Placentia by registered advisors, ahead of Eagle Strategies LLC (3).
How do I check a Svl Investment Management advisor in Placentia?
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 Svl Investment Management 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.