Financial ADVSR advisor directory · SEC adviser records
Financial Planning Consultants financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Financial Planning Consultants office in San Diego, A to Z.
The short answer
3 registered advisors work at Financial Planning Consultants in San Diego, out of 3 at the firm nationwide; it ranks number 130 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Financial Planning Consultants advisors in San Diego, A to Z
Every Financial Planning Consultants advisor →- Joel H. EverettCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Cortland D. GrayCertified Financial Planner · Also a broker rep
- Nathan D. JarmanCertified Financial Planner · Also a broker rep
Financial Planning Consultants advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 836Wells Fargo Clearing Services, LLC 182Morgan Stanley 160Merrill Lynch, Pierce, Fenner & Smith Incorporated 155Strategic Advisers LLC 127UBS Financial Services Inc. 126Cetera Investment Advisers LLC 116J.P. Morgan Securities LLC 114Independent Financial Group, LLC 77Park Avenue Securities LLC 76Commonwealth Financial Network 71Madison Avenue Securities, LLC 66
Questions
How many financial advisors does Financial Planning Consultants have in San Diego?
3 investment adviser representatives are registered at Financial Planning Consultants offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Financial Planning Consultants one of the largest advisor employers in San Diego?
Financial Planning Consultants ranks number 130 in San Diego by registered advisors; LPL Financial LLC has the most, with 836.
How do I check a Financial Planning Consultants 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 Financial Planning Consultants 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.