Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Capital Analysts office in San Diego, A to Z.
The short answer
3 registered advisors work at Capital Analysts in San Diego, out of 557 at the firm nationwide; it ranks number 116 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Capital Analysts advisors in San Diego, A to Z
Every Capital Analysts advisor →- Colleen K. CallahanChartered Financial Consultant · Also a broker rep
- John M. GergurichAlso a broker rep
- Brian D. HaubenstockChartered Financial Consultant · Also a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 27Braintree, MA 23Getzville, NY 16Lombard, IL 15Tallahassee, FL 15Jenkintown, PA 13Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Capital Analysts have in San Diego?
3 investment adviser representatives are registered at Capital Analysts offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 557 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in San Diego?
Capital Analysts ranks number 116 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Capital Analysts advisor in San Diego?
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 Capital Analysts 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.