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Financial ADVSR advisor directory · SEC adviser records

Prossimo Advisors LLC financial advisors in San Luis Obispo, CA

Every SEC-registered investment adviser representative at a Prossimo Advisors LLC office in San Luis Obispo, A to Z.

The short answer

4 registered advisors work at Prossimo Advisors LLC in San Luis Obispo, out of 4 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Prossimo Advisors LLC advisors in San Luis Obispo, A to Z

Every Prossimo Advisors LLC advisor →

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Other firms in San Luis Obispo

All San Luis Obispo advisors →

LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Morgan Stanley 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Edward Jones 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Prossimo Advisors LLC have in San Luis Obispo?

4 investment adviser representatives are registered at Prossimo Advisors LLC offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Prossimo Advisors LLC one of the largest advisor employers in San Luis Obispo?

Prossimo Advisors LLC ranks number 12 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a Prossimo Advisors LLC advisor in San Luis Obispo?

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 Prossimo 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.