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Financial ADVSR advisor directory · SEC adviser records

Avisen Advisors, LLC financial advisors in Sacramento, CA

Every SEC-registered investment adviser representative at a Avisen Advisors, LLC office in Sacramento, A to Z.

The short answer

7 registered advisors work at Avisen Advisors, LLC in Sacramento, out of 8 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Avisen Advisors, LLC advisors in Sacramento, A to Z

Every Avisen Advisors, LLC advisor →

Avisen Advisors, LLC advisors in every city and state →Avisen Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Avisen Advisors, LLC advisors in other cities

Reno, NV 1

Other firms in Sacramento

All Sacramento advisors →

Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 35Osaic Wealth, Inc. 27Charles Schwab & Co., Inc. 19Captrust 17Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13

Questions

How many financial advisors does Avisen Advisors, LLC have in Sacramento?

7 investment adviser representatives are registered at Avisen Advisors, LLC offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Is Avisen Advisors, LLC one of the largest advisor employers in Sacramento?

Avisen Advisors, LLC ranks number 20 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.

How do I check a Avisen Advisors, LLC advisor in Sacramento?

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 Avisen Advisors, 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.