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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salinas, CA

Every SEC-registered investment adviser representative at a firm office in Salinas, with the firms that employ the most of them.

The short answer

47 registered advisors work in Salinas; the most are at Pfs Investments Inc. (14). 2 list the CFP designation and 41 are also registered broker representatives.

Firms with the most advisors in Salinas

FirmAdvisors in Salinas
Pfs Investments Inc.14
Ameriprise Financial Services, LLC news4
J.P. Morgan Securities LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Osaic Wealth, Inc. news3
Wells Fargo Clearing Services, LLC news3
Commonwealth Financial Network news2
Edward Jones news2
Hastie Financial Group2
Morgan Stanley news2
Afs Investments1
Cetera Investment Advisers LLC news1
Embarcadero Financial Group1
Farther news1
Focus Partners Wealth, LLC1
Integris Wealth Management, LLC1
International Assets Investment Management, LLC1
On Investment Management Co.1
Osaic Advisory Services, LLC news1
Saratoga Research & Investment Management1
State Farm Investment Management Corp.1
The Marshall Financial Group LLC1

Advisors in Salinas, A to Z

CFP advisors in Salinas →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Salinas, CA?

47 investment adviser representatives are registered at firm offices in Salinas, California, according to the SEC's Investment Adviser Public Disclosure records. 41 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Salinas?

Pfs Investments Inc., with 14 registered advisors in Salinas, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Salinas?

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.