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Financial ADVSR advisor directory · SEC adviser records

Chokshi & Queen Wealth Advisors financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Chokshi & Queen Wealth Advisors office in San Diego, A to Z.

The short answer

3 registered advisors work at Chokshi & Queen Wealth Advisors in San Diego, out of 4 at the firm nationwide; it ranks number 120 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Chokshi & Queen Wealth Advisors advisors in San Diego, A to Z

Every Chokshi & Queen Wealth Advisors advisor →

Chokshi & Queen Wealth Advisors advisors in every city and state →Chokshi & Queen Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Chokshi & Queen Wealth Advisors advisors in other cities

Irvine, CA 1

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60

Questions

How many financial advisors does Chokshi & Queen Wealth Advisors have in San Diego?

3 investment adviser representatives are registered at Chokshi & Queen Wealth Advisors offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Chokshi & Queen Wealth Advisors one of the largest advisor employers in San Diego?

Chokshi & Queen Wealth Advisors ranks number 120 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.

How do I check a Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors 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.