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Financial ADVSR advisor directory · SEC adviser records

San Luis Wealth Advisors financial advisors in San Luis Obispo, CA

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

The short answer

7 registered advisors work at San Luis Wealth Advisors in San Luis Obispo, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

San Luis Wealth Advisors advisors in San Luis Obispo, A to Z

Every San Luis Wealth Advisors 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. 8Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Morgan Stanley 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Edward Jones 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4

Questions

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

7 investment adviser representatives are registered at San Luis Wealth Advisors offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

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

San Luis Wealth Advisors ranks number 4 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a San Luis Wealth Advisors 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 San Luis Wealth Advisors 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.