Financial ADVSR advisor directory · SEC adviser records
Highline Wealth Partners financial advisors in Sherman Oaks, CA
Every SEC-registered investment adviser representative at a Highline Wealth Partners office in Sherman Oaks, A to Z.
The short answer
13 registered advisors work at Highline Wealth Partners in Sherman Oaks, out of 13 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Highline Wealth Partners advisors in Sherman Oaks, A to Z
Every Highline Wealth Partners advisor →- Richard BarnettChartered Financial Analyst
- Ben EmonsInvestment adviser rep
- Brian R. GrimditchInvestment adviser rep
- Shawn J. HsiehCertified Financial Planner, Chartered Financial Analyst
- Ryan D. MeachamInvestment adviser rep
- Aaron D. MorrisInvestment adviser rep
- Sevag OssipianChartered Financial Analyst
- Millu C. RamirezCertified Financial Planner
- Amanda L. RoccaInvestment adviser rep
- Jonathan C. RuggChartered Financial Analyst
- Lisa I. SternbergInvestment adviser rep
- Lionel B. TapieroInvestment adviser rep
- David K. YoshiokaInvestment adviser rep
Highline Wealth Partners advisors in every city and state →Highline Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Sherman Oaks
All Sherman Oaks advisors →LPL Enterprise, LLC 29Morgan Stanley 26LPL Financial LLC 17Hilltop Securities Inc. 14UBS Financial Services Inc. 12J.P. Morgan Securities LLC 6Bankers Life Advisory Services, Inc. 3Edward Jones 3Strategic Advisers LLC 3Tiaa-Cref Individual & Institutional Services, LLC 3
Questions
How many financial advisors does Highline Wealth Partners have in Sherman Oaks?
13 investment adviser representatives are registered at Highline Wealth Partners offices in Sherman Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Highline Wealth Partners one of the largest advisor employers in Sherman Oaks?
Highline Wealth Partners ranks number 5 in Sherman Oaks by registered advisors; LPL Enterprise, LLC has the most, with 29.
How do I check a Highline Wealth Partners advisor in Sherman Oaks?
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 Highline Wealth Partners 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.