Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Sonora, CA
Every SEC-registered investment adviser representative at a firm office in Sonora, with the firms that employ the most of them.
The short answer
26 registered advisors work in Sonora; the most are at Edward Jones (11). 5 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Sonora
Advisors in Sonora, A to Z
CFP advisors in Sonora →- Erika L. AtwoodEdward Jones · Certified Financial Planner
- Riley L. CaliseEdward Jones
- David R. CazaresEdward Jones
- Daniel T. ClarkeCommonwealth Financial Network
- Jeff J. CostelloThrivent Investment Management Inc.
- Serena L. DavisUnited Planners' Financial Services Of America A Limited Partner
- Blane R. FrancaEdward Jones
- Kimberly J. HembreeCommonwealth Financial Network
- Stephen A. HoverstenAmeritas Advisory Services, LLC · Chartered Financial Consultant
- Shannen S. IngramContinuum Advisory, LLC
- Peter G. KendallTweddell Goldberg Investment Management
- Nicole K. KikugawaValley Wealth Strategies, LLC
- Jessica L. LeveroosEdward Jones · Certified Financial Planner
- Rebekah G. MackenzieState Farm Investment Management Corp.
- Michelle R. McQuinnEdward Jones
- Brandon L. MeyerForum Financial Management, LP
- Jeffrey V. ParisWells Fargo Clearing Services, LLC
- Sarah J. SchlenzCommonwealth Financial Network · Certified Financial Planner
- Jordan R. SergentEdward Jones
- Alexis D. SimonsonEdward Jones · Certified Financial Planner
- Todd W. SimonsonEdward Jones · Certified Financial Planner
- Joshua A. SuessLPL Financial LLC
- Jerold TweddellTweddell Goldberg Investment Management
- Lindsay M. WalesFocus Partners Wealth, LLC
- James A. ZaiterEdward Jones
- Jerimie J. ZamoraEdward Jones
Other cities in California
All of California →San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341
Questions
How many financial advisors are in Sonora, CA?
26 investment adviser representatives are registered at firm offices in Sonora, California, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Sonora?
Edward Jones, with 11 registered advisors in Sonora, followed by Commonwealth Financial Network with 3.
How do I check a financial advisor in Sonora?
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.