Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Redding, CA
Every SEC-registered investment adviser representative at a firm office in Redding, with the firms that employ the most of them.
The short answer
117 registered advisors work in Redding; the most are at LPL Financial LLC (20). 19 list the CFP designation and 102 are also registered broker representatives.
Firms with the most advisors in Redding
| Firm | Advisors in Redding |
|---|---|
| LPL Financial LLC news | 20 |
| Edward Jones news | 17 |
| Rubicon Advisors | 11 |
| Stifel, Nicolaus & Company, Incorporated news | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 8 |
| Morgan Stanley news | 8 |
| Raymond James Financial Services Advisors, Inc. news | 6 |
| Bright Lake Wealth Management, LLC | 5 |
| State Farm Investment Management Corp. | 5 |
| Wells Fargo Clearing Services, LLC news | 5 |
| Allworth Financial, L.P. news | 2 |
| J.P. Morgan Securities LLC news | 2 |
| Thrivent Investment Management Inc. | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Brookstone Wealth Advisors, LLC | 1 |
| Cavalot Capital | 1 |
| Charles Schwab & Co., Inc. news | 1 |
| Convergence Wealth Partners LLC | 1 |
| Empower Advisory Group, LLC | 1 |
| Farmers Asset Management, LLC | 1 |
| Gsr Capital Management, Inc. | 1 |
| Mariner Independent news | 1 |
| Mutual Of Omaha Investor Services, Inc. | 1 |
| Nwf Advisory Services Inc. | 1 |
| Parallel Wealth Management | 1 |
Advisors in Redding, A to Z
CFP advisors in Redding →- Mikael AgoJ.P. Morgan Securities LLC
- Kelly K. AnkenyEdward Jones
- Jeffrey G. AveryState Farm Investment Management Corp. · Chartered Financial Consultant
- Renee BackLPL Financial LLC
- Brandy L. BaileyWells Fargo Clearing Services, LLC
- Phillip G. BallRaymond James Financial Services Advisors, Inc.
- Eric B. BatesRubicon Advisors
- Zachary J. BayState Farm Investment Management Corp.
- Waylon M. BellBright Lake Wealth Management, LLC
- Michael BereznakRubicon Advisors
- Kyle BirdLPL Financial LLC
- Patrick K. BlackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Terall D. Blalock Sr.Rubicon Advisors
- Nicholas P. BoeroRubicon Advisors
- Steven P. BoeroRubicon Advisors
- Robert W. BrennanAllworth Financial, L.P.
- Scott M. BrownEdward Jones · Certified Financial Planner
- David M. BullockEdward Jones · Certified Financial Planner
- Jeremy M. BuranisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edgar S. BurkeMorgan Stanley
- Jack CambonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristina F. CamposCharles Schwab & Co., Inc.
- David R. CarterMorgan Stanley
- David S. ChappleLPL Financial LLC
- Tierra ClarkEdward Jones
- Casey A. ClureMariner Independent · Certified Financial Planner
- Erly CornejoLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin P. CrandellRubicon Advisors
- Darien C. CroceParallel Wealth Management
- David M. DiniusEdward Jones
- Philip M. DiniusEdward Jones
- Ryan DoroszEdward Jones
- Andrew J. DuffLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Susan M. EastmanStifel, Nicolaus & Company, Incorporated
- Robert W. ElmerEmpower Advisory Group, LLC
- Kent B. EricksonAllworth Financial, L.P.
- Nickolas G. EubanksEdward Jones
- Michael W. FerrierLPL Financial LLC
- Farren C. ForcellaLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Geoff V. ForcellaLPL Financial LLC
- James H. ForcellaLPL Financial LLC · Certified Financial Planner
- Thomas N. ForcellaLPL Financial LLC
- Andrew D. FreibergThrivent Investment Management Inc.
- John J. GardnerConvergence Wealth Partners LLC
- Tiffany D. GilbertEdward Jones
- John F. GrimmettRaymond James Financial Services Advisors, Inc.
- Gregory J. HarrisonWells Fargo Clearing Services, LLC
- Aaron R. HatchWoven Capital, LLC · Certified Financial Planner
- Jennifer D. HeidelWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Richard L. HillRBC Capital Markets, LLC
- Wesley B. JackmanWj Consulting LLC
- Bradford J. JacksonStifel, Nicolaus & Company, Incorporated
- Rosemary F. JohnsonRubicon Advisors
- James L. JonesRaymond James Financial Services Advisors, Inc.
- Joben KhatkarFarmers Asset Management, LLC
- Jeffrey A. KiddWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard B. KomarekRic Komarek, Cfp · Certified Financial Planner
- Lydia KrautkraemerAmeriprise Financial Services, LLC
- Tate T. LaheyRaymond James Financial Services Advisors, Inc.
- Sara LanningJ.P. Morgan Securities LLC
- Catherine Lathrop-CummingsEdward Jones · Certified Financial Planner
- Bradley W. LewisLPL Financial LLC
- Julio C. MarreroLPL Financial LLC
- Judy L. MaxwellMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
- Courtney N. McElvainLPL Financial LLC
- Patrick D. McNallyRetirement Lifestyles Advisory Group
- Deanna J. MercurioStifel, Nicolaus & Company, Incorporated
- Michael MiddendorpEdward Jones
- Jennifer MifsudEdward Jones
- Jeffrey S. MillerStifel, Nicolaus & Company, Incorporated
- Carlos MirandaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark MotellRubicon Advisors
- Eric OhdeBrookstone Wealth Advisors, LLC
- Ryan OrrStifel, Nicolaus & Company, Incorporated
- Theodore R. PalfiniCavalot Capital
- Layton K. PaloutzianBright Lake Wealth Management, LLC
- Jason K. ParkerMorgan Stanley
- Katherine E. PeirceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brandon J. PereiraEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John M. Pohlmeyer IIEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Stacy L. PohlmeyerEdward Jones
- Glenn S. RankGsr Capital Management, Inc.
- Jason M. RichartLPL Financial LLC
- Kevin P. RileyLPL Financial LLC
- Christian T. RizziLPL Financial LLC
- Tyler RowleyEdward Jones
- Max F. Ruffcorn Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Beau D. RunstenEdward Jones
- Brian B. RussellRubicon Advisors
- Robert P. SanchezState Farm Investment Management Corp.
- Charles V. SandersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jerald P. Sax Jr.Morgan Stanley
- Kelsie N. SaxMorgan Stanley
- Joseph E. SchmitzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric B. SchottWells Fargo Clearing Services, LLC
- Scott C. SchumacherState Farm Investment Management Corp.
- Leroy D. SimpsonLPL Financial LLC
- Lorrie M. SnowMorgan Stanley
- Brian J. StephensRubicon Advisors
- Joshua L. SternbergRaymond James Financial Services Advisors, Inc.
- Mark D. StevensonMorgan Stanley
- Dee StoverState Farm Investment Management Corp.
- Jacob C. ThatcherBright Lake Wealth Management, LLC
- Mac J. ThatcherBright Lake Wealth Management, LLC
- Theodore J. Thatcher Jr.Bright Lake Wealth Management, LLC
- Ann Marie TyrrellLPL Financial LLC · Certified Financial Planner
- David C. Van DykeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David VigilLPL Financial LLC · Certified Financial Planner
- Nicholas M. WebbThrivent Investment Management Inc.
- Roger C. WhittakerLPL Financial LLC
- Maria T. WhittleMorgan Stanley
- Joshua K. WileyStifel, Nicolaus & Company, Incorporated
- John S. WinnRubicon Advisors
- Tom J. WoodNwf Advisory Services Inc. · Certified Financial Planner
- Mackenzie M. WrightStifel, Nicolaus & Company, Incorporated
- Mason J. WrightStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Perry J. WrightStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
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 Redding, CA?
117 investment adviser representatives are registered at firm offices in Redding, California, according to the SEC's Investment Adviser Public Disclosure records. 102 of them are also registered as broker representatives, and 19 list the CFP designation.
Which firm has the most financial advisors in Redding?
LPL Financial LLC, with 20 registered advisors in Redding, followed by Edward Jones with 17.
How do I check a financial advisor in Redding?
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.