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Financial ADVSR advisor directory · SEC adviser records

Stephenson And Company, Inc. financial advisors in San Clemente, CA

Every SEC-registered investment adviser representative at a Stephenson And Company, Inc. office in San Clemente, A to Z.

The short answer

3 registered advisors work at Stephenson And Company, Inc. in San Clemente, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Stephenson And Company, Inc. advisors in San Clemente, A to Z

Every Stephenson And Company, Inc. advisor →

Stephenson And Company, Inc. advisors in every city and state →Stephenson And Company, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in San Clemente

All San Clemente advisors →

LPL Financial LLC 17Ignite Planners LLC 13J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5Edward Jones 4Independent Financial Group, LLC 3

Questions

How many financial advisors does Stephenson And Company, Inc. have in San Clemente?

3 investment adviser representatives are registered at Stephenson And Company, Inc. offices in San Clemente, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Stephenson And Company, Inc. one of the largest advisor employers in San Clemente?

Stephenson And Company, Inc. ranks number 7 in San Clemente by registered advisors; LPL Financial LLC has the most, with 17.

How do I check a Stephenson And Company, Inc. advisor in San Clemente?

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 Stephenson And Company, Inc. 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.