Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Roseville, CA
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Roseville, A to Z.
The short answer
6 registered advisors work at Edelman Financial Engines in Roseville, out of 650 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Roseville, A to Z
Every Edelman Financial Engines advisor →- Frederick G. FerraraChartered Financial Analyst
- Tracy L. GunterCertified Financial Planner
- Peter J. HoraInvestment adviser rep
- Samuel Z. LindemannCertified Financial Planner
- William A. OdonnellInvestment adviser rep
- Mark L. SikichInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6
Other firms in Roseville
All Roseville advisors →Wells Fargo Clearing Services, LLC 65Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 35Robert W. Baird & Co. Incorporated 34Ameriprise Financial Services, LLC 28LPL Financial LLC 27Strategic Advisers LLC 23Osaic Wealth, Inc. 21Principal Securities, Inc. 18Cetera Investment Advisers LLC 15D.A. Davidson & Co. 15Eagle Strategies LLC 15
Questions
How many financial advisors does Edelman Financial Engines have in Roseville?
6 investment adviser representatives are registered at Edelman Financial Engines offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Roseville?
Edelman Financial Engines ranks number 25 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 65.
How do I check a Edelman Financial Engines advisor in Roseville?
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 Edelman Financial Engines 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.