Financial ADVSR advisor directory · SEC adviser records
One Degree Advisors, Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a One Degree Advisors, Inc. office in San Diego, A to Z.
The short answer
5 registered advisors work at One Degree Advisors, Inc. in San Diego, out of 5 at the firm nationwide; it ranks number 89 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
One Degree Advisors, Inc. advisors in San Diego, A to Z
Every One Degree Advisors, Inc. advisor →- Matthew S. CalcagnoCertified Financial Planner
- Karl H. KohneCertified Financial Planner
- Philip J. ReuerCertified Financial Planner
- James J. ThomasonCertified Financial Planner
- Janice A. ThompsonCertified Financial Planner
One Degree Advisors, Inc. advisors in every city and state →One Degree Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does One Degree Advisors, Inc. have in San Diego?
5 investment adviser representatives are registered at One Degree Advisors, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is One Degree Advisors, Inc. one of the largest advisor employers in San Diego?
One Degree Advisors, Inc. ranks number 89 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a One Degree Advisors, Inc. 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 One Degree Advisors, Inc. 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.