Financial ADVSR advisor directory · SEC adviser records
Nectarine financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Nectarine office in San Diego, A to Z.
The short answer
11 registered advisors work at Nectarine in San Diego, out of 24 at the firm nationwide; it ranks number 50 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Nectarine advisors in San Diego, A to Z
Every Nectarine advisor →- Carla T. AdamsCertified Financial Planner
- Nicholas T. BoothCertified Financial Planner
- Adam N. ColemanInvestment adviser rep
- Heather N. ComellaCertified Financial Planner
- Philip B. FrancoisCertified Financial Planner
- Linda N. GrizelyCertified Financial Planner
- Lillian H. IrionCertified Financial Planner
- Nicholas G. KyburzInvestment adviser rep
- John M. O'CallaghanCertified Financial Planner
- Arik K. PetersonCertified Financial Planner
- Madison N. SharickCertified Financial Planner, Chartered Financial Analyst
Nectarine advisors in every city and state →Nectarine: assets, clients and custodians →Advisor Moves: who changed firms this week →
Nectarine advisors in other cities
Chicago, IL 1Cincinnati, OH 1Clovis, CA 1Corvallis, OR 1El Segundo, CA 1Queen Creek, AZ 1Saint Anthony, MN 1San Antonio, TX 1Santa Clara, CA 1Scottsdale, AZ 1Solvang, CA 1Worthington, OH 1
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 Nectarine have in San Diego?
11 investment adviser representatives are registered at Nectarine offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Nectarine one of the largest advisor employers in San Diego?
Nectarine ranks number 50 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Nectarine 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 Nectarine 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.