Financial ADVSR advisor directory · SEC adviser records
Sovran Advisors, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Sovran Advisors, LLC office in San Diego, A to Z.
43 registered advisors work at Sovran Advisors, LLC in San Diego, out of 63 at the firm nationwide; it ranks number 16 in the city by advisors. 15 list the CFP designation and 38 are also registered broker representatives.
Sovran Advisors, LLC advisors in San Diego, A to Z
Every Sovran Advisors, LLC advisor →- Trenton G. AdamsCertified Financial Planner · Also a broker rep
- Joel R. AlmquistAlso a broker rep
- Andrew P. BakerAlso a broker rep
- Ashten R. BarberAlso a broker rep
- Paul D. BarnumAlso a broker rep
- Brian M. BrennanCertified Financial Planner · Also a broker rep
- Joseph S. BrocatoInvestment adviser rep
- Michael E. CadisCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Katy ChaiAlso a broker rep
- Erica CordovaCertified Financial Planner · Also a broker rep
- Phillip C. Di RoccoAlso a broker rep
- Daniel E. DodgenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Andrew EvansCertified Financial Planner · Also a broker rep
- Eric G. FinkeAlso a broker rep
- Katherine B. FloresAlso a broker rep
- William A. FrankensteinCertified Financial Planner · Also a broker rep
- Justin C. GaliettiAlso a broker rep
- Richard R. GlassAlso a broker rep
- Daniel J. HeidelbergerCertified Financial Planner · Also a broker rep
- Kaleigh R. HollanderAlso a broker rep
- Lawrence B. HudsonAlso a broker rep
- Carl H. Jackson Jr.Also a broker rep
- Samantha Jackson-KittleInvestment adviser rep
- Edgar J. Jimenez MoraAlso a broker rep
- James S. Jones IIIAlso a broker rep
- Paul R. JustinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Christopher J. KilrainAlso a broker rep
- Danilo KimCertified Financial Planner · Also a broker rep
- Anthony A. KricklAlso a broker rep
- William J. LafleurInvestment adviser rep
- Jeremy S. MartinsonCertified Financial Planner
- Shannon R. NeimeyerCertified Financial Planner · Also a broker rep
- William J. OconnellAlso a broker rep
- Edward ParkerInvestment adviser rep
- Mark W. PearcyChartered Financial Consultant · Also a broker rep
- Royceton S. PinderAlso a broker rep
- Richard ReithAlso a broker rep
- Zareh K. ShahinianCertified Financial Planner · Also a broker rep
- Akhilesh SinhaCertified Financial Planner · Also a broker rep
- Robert A. SmithChartered Financial Consultant · Also a broker rep
- Bernd E. SteinebrunnerCertified Financial Planner · Also a broker rep
- Timothy J. VoytkoAlso a broker rep
- Brian R. YoungAlso a broker rep
Sovran Advisors, LLC advisors in every city and state →Sovran Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sovran Advisors, LLC advisors in other cities
Pasadena, CA 10Costa Mesa, CA 5Woodland Hills, CA 2Dallas, NC 1Petaluma, CA 1Rancho Cucamonga, CA 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 Sovran Advisors, LLC have in San Diego?
43 investment adviser representatives are registered at Sovran Advisors, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 63 nationwide. 15 list the CFP designation and 38 are also registered as broker representatives.
Is Sovran Advisors, LLC one of the largest advisor employers in San Diego?
Sovran Advisors, LLC ranks number 16 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Sovran 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 Sovran 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.