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Financial ADVSR advisor directory · SEC adviser records

X Advisors, LLC financial advisors in Santa Maria, CA

Every SEC-registered investment adviser representative at a X Advisors, LLC office in Santa Maria, A to Z.

The short answer

4 registered advisors work at X Advisors, LLC in Santa Maria, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

X Advisors, LLC advisors in Santa Maria, A to Z

Every X Advisors, LLC advisor →

X Advisors, LLC advisors in every city and state →X Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

X Advisors, LLC advisors in other cities

Bedford Hills, NY 1Chevy Chase, MD 1Denver, CO 1

Other firms in Santa Maria

All Santa Maria advisors →

Morgan Stanley 6Eagle Strategies LLC 5Ameriprise Financial Services, LLC 4LPL Financial LLC 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does X Advisors, LLC have in Santa Maria?

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

Is X Advisors, LLC one of the largest advisor employers in Santa Maria?

X Advisors, LLC ranks number 4 in Santa Maria by registered advisors; Morgan Stanley has the most, with 6.

How do I check a X Advisors, LLC advisor in Santa Maria?

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 X 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.