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Financial ADVSR advisor directory · SEC adviser records

Finec Asset Management financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Finec Asset Management office in San Diego, A to Z.

The short answer

5 registered advisors work at Finec Asset Management in San Diego, out of 5 at the firm nationwide; it ranks number 90 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Finec Asset Management advisors in San Diego, A to Z

Every Finec Asset Management advisor →

Finec Asset Management advisors in every city and state →Finec Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Finec Asset Management have in San Diego?

5 investment adviser representatives are registered at Finec Asset Management offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Finec Asset Management one of the largest advisor employers in San Diego?

Finec Asset Management ranks number 90 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

How do I check a Finec Asset Management 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 Finec Asset Management 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.