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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in San Diego, CA

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

6 registered advisors work at Simplicity Wealth in San Diego, out of 237 at the firm nationwide; it ranks number 78 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Simplicity Wealth advisors in San Diego, A to Z

Every Simplicity Wealth advisor →

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

Simplicity Wealth advisors in other cities

Summit, NJ 112Denver, CO 15Lincolnshire, IL 3Scottsdale, AZ 3Berkeley Heights, NJ 2Chardon, OH 2Charlotte, NC 2Clearwater, FL 2Grand Rapids, MI 2Houston, TX 2Indianapolis, IN 2Logan, UT 2Nashua, NH 2Ocala, FL 2Phoenix, AZ 2

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 Simplicity Wealth have in San Diego?

6 investment adviser representatives are registered at Simplicity Wealth offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 237 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Simplicity Wealth one of the largest advisor employers in San Diego?

Simplicity Wealth ranks number 78 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

How do I check a Simplicity Wealth 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 Simplicity Wealth 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.