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Financial ADVSR advisor directory · SEC adviser records

Brightplan LLC financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a Brightplan LLC office in San Jose, A to Z.

5 registered advisors work at Brightplan LLC in San Jose, out of 5 at the firm nationwide; it ranks number 26 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Brightplan LLC advisors in San Jose, A to Z

Every Brightplan LLC advisor →

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

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

How many financial advisors does Brightplan LLC have in San Jose?

5 investment adviser representatives are registered at Brightplan LLC offices in San Jose, 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 Brightplan LLC one of the largest advisor employers in San Jose?

Brightplan LLC ranks number 26 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Brightplan LLC advisor in San Jose?

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 Brightplan 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.