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Financial ADVSR advisor directory · SEC adviser records

One Capital Management, LLC financial advisors in San Francisco, CA

Every SEC-registered investment adviser representative at a One Capital Management, LLC office in San Francisco, A to Z.

The short answer

5 registered advisors work at One Capital Management, LLC in San Francisco, out of 62 at the firm nationwide; it ranks number 77 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

One Capital Management, LLC advisors in San Francisco, A to Z

Every One Capital Management, LLC advisor →

One Capital Management, LLC advisors in every city and state →One Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

One Capital Management, LLC advisors in other cities

Westlake Village, CA 39Alpharetta, GA 3Fort Collins, CO 2Newport Beach, CA 2Plano, TX 2Thousand Oaks, CA 2Walnut Creek, CA 2Austin, TX 1Denver, CO 1San Diego, CA 1Santa Rosa, CA 1Scottsdale, AZ 1

Other firms in San Francisco

All San Francisco advisors →

Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54

Questions

How many financial advisors does One Capital Management, LLC have in San Francisco?

5 investment adviser representatives are registered at One Capital Management, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is One Capital Management, LLC one of the largest advisor employers in San Francisco?

One Capital Management, LLC ranks number 77 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

How do I check a One Capital Management, LLC advisor in San Francisco?

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 Capital Management, 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.