Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Stevenson Ranch, CA
Every SEC-registered investment adviser representative at a firm office in Stevenson Ranch, with the firms that employ the most of them.
22 registered advisors work in Stevenson Ranch; the most are at LPL Financial LLC (8). 2 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Stevenson Ranch
| Firm | Advisors in Stevenson Ranch |
|---|---|
| LPL Financial LLC news | 8 |
| J.P. Morgan Securities LLC news | 2 |
| Owlsense Wealth & Legacy Advisors LLC | 2 |
| Prosperitas Financial, LLC | 2 |
| Ashton Thomas Private Wealth | 1 |
| Brookstone Wealth Advisors, LLC | 1 |
| Edward Jones news | 1 |
| Focus Partners Wealth, LLC | 1 |
| Invesco Advisers, Inc. | 1 |
| Liberty Financial Group, Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
| Voya Financial Advisors, Inc. | 1 |
Advisors in Stevenson Ranch, A to Z
CFP advisors in Stevenson Ranch →- Erick ArndtLPL Financial LLC
- Frederick K. ArnoldProsperitas Financial, LLC
- Jeremiah L. BaumanLPL Financial LLC
- Roslyn ClarkProsperitas Financial, LLC
- Susanne CostantiniJ.P. Morgan Securities LLC
- Heather C. D'AngeloEdward Jones · Chartered Financial Consultant
- Daniel HarutunianBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Levon M. HasserjianJ.P. Morgan Securities LLC
- Ardem M. KiledjianOwlsense Wealth & Legacy Advisors LLC
- Preston J. KiledjianOwlsense Wealth & Legacy Advisors LLC
- Tony W. KimState Farm Investment Management Corp.
- Joseph J. MandujanoLPL Financial LLC
- Jeffrey MorganLPL Financial LLC
- Ju Hyung OhLiberty Financial Group, Inc. · Certified Financial Planner
- Sheryl L. RaetzLPL Financial LLC
- George A. ReyesLPL Financial LLC
- Andrea T. RhinehartFocus Partners Wealth, LLC
- John P. SaxtonInvesco Advisers, Inc. · Chartered Financial Analyst
- Ronald E. ScottLPL Financial LLC
- Steven L. SpareAshton Thomas Private Wealth · Chartered Financial Analyst
- Shane A. UpshawLPL Financial LLC
- Christopher WisdomVoya Financial Advisors, Inc.
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in Stevenson Ranch, CA?
22 investment adviser representatives are registered at firm offices in Stevenson Ranch, California, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Stevenson Ranch?
LPL Financial LLC, with 8 registered advisors in Stevenson Ranch, followed by J.P. Morgan Securities LLC with 2.
How do I check a financial advisor in Stevenson Ranch?
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.