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Financial ADVSR advisor directory · SEC adviser records

Octavia Wealth Advisors LLC financial advisors in San Diego, CA

Every SEC-registered investment adviser representative at a Octavia Wealth Advisors LLC office in San Diego, A to Z.

The short answer

6 registered advisors work at Octavia Wealth Advisors LLC in San Diego, out of 29 at the firm nationwide; it ranks number 71 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

Octavia Wealth Advisors LLC advisors in San Diego, A to Z

Every Octavia Wealth Advisors LLC advisor →

Octavia Wealth Advisors LLC advisors in every city and state →Octavia Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Octavia Wealth Advisors LLC advisors in other cities

Cincinnati, OH 18Cleburne, TX 1Los Angeles, CA 1Miami, FL 1St. Charles, MO 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 Octavia Wealth Advisors LLC have in San Diego?

6 investment adviser representatives are registered at Octavia Wealth Advisors LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Is Octavia Wealth Advisors LLC one of the largest advisor employers in San Diego?

Octavia Wealth Advisors LLC ranks number 71 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

How do I check a Octavia Wealth Advisors 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 Octavia Wealth Advisors 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.