Financial ADVSR advisor directory · SEC adviser records
Avalan, LLC financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Avalan, LLC office in Santa Barbara, A to Z.
10 registered advisors work at Avalan, LLC in Santa Barbara, out of 10 at the firm nationwide; it ranks number 9 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Avalan, LLC advisors in Santa Barbara, A to Z
Every Avalan, LLC advisor →- Valeria ChepilevInvestment adviser rep
- Jeffrey C. HallInvestment adviser rep
- Jeffrey F. JagardInvestment adviser rep
- Peter W. MadlemChartered Financial Analyst
- Sean P. MadlemInvestment adviser rep
- Elizabeth A. SaghiCertified Financial Planner
- Richard A. Schuette Jr.Certified Financial Planner
- Casey W. SlemmonsCertified Financial Planner
- Jeffery D. ThompsonCertified Financial Planner
- Rick J. WeberInvestment adviser rep
Avalan, LLC advisors in every city and state →Avalan, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Santa Barbara
All Santa Barbara advisors →Mission Wealth Management, LP 47Wells Fargo Clearing Services, LLC 38Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Cerity Partners LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Centaurus Financial, Inc. 11LPL Financial LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9
Questions
How many financial advisors does Avalan, LLC have in Santa Barbara?
10 investment adviser representatives are registered at Avalan, LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Avalan, LLC one of the largest advisor employers in Santa Barbara?
Avalan, LLC ranks number 9 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 47.
How do I check a Avalan, LLC advisor in Santa Barbara?
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 Avalan, 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.