Financial ADVSR advisor directory · SEC adviser records
Superior Planning Wealth Management & Family Office financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Superior Planning Wealth Management & Family Office office in San Diego, A to Z.
The short answer
13 registered advisors work at Superior Planning Wealth Management & Family Office in San Diego, out of 13 at the firm nationwide; it ranks number 40 in the city by advisors. 4 list the CFP designation and 9 are also registered broker representatives.
Superior Planning Wealth Management & Family Office advisors in San Diego, A to Z
Every Superior Planning Wealth Management & Family Office advisor →- Joseph S. BauersAlso a broker rep
- Patrick M. BowersInvestment adviser rep
- Susan J. FerrariInvestment adviser rep
- Ashley M. GagneCertified Financial Planner · Also a broker rep
- James C. GatesAlso a broker rep
- Michael D. GeorgeCertified Financial Planner · Also a broker rep
- Zachary D. JonesCertified Financial Planner
- Louis LangeAlso a broker rep
- Matthew P. LeightonAlso a broker rep
- Jeffrey P. LovegrenAlso a broker rep
- Heather C. RingCertified Financial Planner · Also a broker rep
- John W. Sedberry VInvestment adviser rep
- Kyle A. SmithAlso a broker rep
Superior Planning Wealth Management & Family Office advisors in every city and state →Superior Planning Wealth Management & Family Office: 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 Superior Planning Wealth Management & Family Office have in San Diego?
13 investment adviser representatives are registered at Superior Planning Wealth Management & Family Office offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Is Superior Planning Wealth Management & Family Office one of the largest advisor employers in San Diego?
Superior Planning Wealth Management & Family Office ranks number 40 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Superior Planning Wealth Management & Family Office 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 Superior Planning Wealth Management & Family Office 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.