Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in San Diego, A to Z.
The short answer
12 registered advisors work at Focus Partners Wealth, LLC in San Diego, out of 952 at the firm nationwide; it ranks number 42 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in San Diego, A to Z
Every Focus Partners Wealth, LLC advisor →- Elisabeth CullingtonCertified Financial Planner
- Eric C. DavisCertified Financial Planner
- Vernon I. EberlyCertified Financial Planner
- Colleen R. GeppCertified Financial Planner
- Lucien E. HeilbronnerInvestment adviser rep
- Rachel M. LukenCertified Financial Planner
- Nicholas G. RadtkeInvestment adviser rep
- April N. SchultzCertified Financial Planner
- Ty A. SummerlinCertified Financial Planner
- Andre TuerosCertified Financial Planner
- Brooke E. WarnerCertified Financial Planner, Chartered Financial Analyst
- Kyle P. WhisenhuntCertified Financial Planner
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15
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 Focus Partners Wealth, LLC have in San Diego?
12 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in San Diego?
Focus Partners Wealth, LLC ranks number 42 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, LLC 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.