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Financial ADVSR advisor directory · SEC adviser records

Vance Wealth financial advisors in Santa Clarita, CA

Every SEC-registered investment adviser representative at a Vance Wealth office in Santa Clarita, A to Z.

The short answer

12 registered advisors work at Vance Wealth in Santa Clarita, out of 12 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 1 are also registered broker representatives.

Vance Wealth advisors in Santa Clarita, A to Z

Every Vance Wealth advisor →

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

Other firms in Santa Clarita

All Santa Clarita advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 10LPL Financial LLC 4Strategic Advisers LLC 4Edward Jones 3

Questions

How many financial advisors does Vance Wealth have in Santa Clarita?

12 investment adviser representatives are registered at Vance Wealth offices in Santa Clarita, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.

Is Vance Wealth one of the largest advisor employers in Santa Clarita?

Vance Wealth ranks number 1 in Santa Clarita by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (10).

How do I check a Vance Wealth advisor in Santa Clarita?

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 Vance Wealth 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.