Financial ADVSR advisor directory · SEC adviser records
Copley Financial Group, Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Copley Financial Group, Inc. office in San Diego, A to Z.
The short answer
10 registered advisors work at Copley Financial Group, Inc. in San Diego, out of 10 at the firm nationwide; it ranks number 49 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.
Copley Financial Group, Inc. advisors in San Diego, A to Z
Every Copley Financial Group, Inc. advisor →- Alan T. BunceAlso a broker rep
- Kurt W. CarrollAlso a broker rep
- Matthew D. CopleyAlso a broker rep
- Philip J. DenstadAlso a broker rep
- Kent A. HulseChartered Financial Consultant · Also a broker rep
- Matthew D. KleinInvestment adviser rep
- David C. MageeAlso a broker rep
- Troy L. RobertsonAlso a broker rep
- Jessica R. RothInvestment adviser rep
- Scott ZardenettaAlso a broker rep
Copley Financial Group, Inc. advisors in every city and state →Copley Financial Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Copley Financial Group, Inc. have in San Diego?
10 investment adviser representatives are registered at Copley Financial Group, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.
Is Copley Financial Group, Inc. one of the largest advisor employers in San Diego?
Copley Financial Group, Inc. ranks number 49 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Copley Financial Group, Inc. 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 Copley Financial Group, 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.