Financial ADVSR advisor directory · SEC adviser records
Financial advisors in San Pedro, CA
Every SEC-registered investment adviser representative at a firm office in San Pedro, with the firms that employ the most of them.
18 registered advisors work in San Pedro; the most are at LPL Financial LLC (5). 2 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in San Pedro
| Firm | Advisors in San Pedro |
|---|---|
| LPL Financial LLC news | 5 |
| State Farm Investment Management Corp. | 3 |
| J.P. Morgan Securities LLC news | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Allstate Financial Advisors, LLC | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| Hippocratic Financial Advisors | 1 |
| Shifting The Culture Wealth Partners LLC | 1 |
| Valic Financial Advisors, Inc. | 1 |
Advisors in San Pedro, A to Z
CFP advisors in San Pedro →- Cristian Y. Amaya-MartinezState Farm Investment Management Corp. · Chartered Financial Consultant
- Mohammed S. AyalaLPL Financial LLC
- Philip J. CalifanoLPL Financial LLC
- Jose D. ClaudioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert CondonValic Financial Advisors, Inc.
- Deron DongHippocratic Financial Advisors · Certified Financial Planner
- Patricia A. FlemingLPL Financial LLC · Certified Financial Planner
- Alfredo GomezEdward Jones
- Gabriel JimenezJ.P. Morgan Securities LLC
- Michael S. NevinsAllstate Financial Advisors, LLC
- Kaine L. NicholasShifting The Culture Wealth Partners LLC
- Jay OhEquitable Advisors, LLC
- Jimmy A. RamirezState Farm Investment Management Corp. · Chartered Financial Consultant
- Moustafa A. SaadMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nina SantichLPL Financial LLC
- Joseph SarkisianState Farm Investment Management Corp.
- Cary E. SchultzLPL Financial LLC · Chartered Financial Analyst
- Wesley G. SullivanJ.P. Morgan Securities LLC
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in San Pedro, CA?
18 investment adviser representatives are registered at firm offices in San Pedro, California, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in San Pedro?
LPL Financial LLC, with 5 registered advisors in San Pedro, followed by State Farm Investment Management Corp. with 3.
How do I check a financial advisor in San Pedro?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.