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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Temple City, CA

Every SEC-registered investment adviser representative at a firm office in Temple City, with the firms that employ the most of them.

18 registered advisors work in Temple City; the most are at J.P. Morgan Securities LLC (9). 1 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Temple City

FirmAdvisors in Temple City
J.P. Morgan Securities LLC news9
Citigroup Global Markets Inc. news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
B. Riley Wealth Advisors, Inc.1
Cetera Investment Advisers LLC news1
Gwn Securities Inc.1
LPL Financial LLC news1
Strategic Advisers LLC1

Advisors in Temple City, A to Z

CFP advisors in Temple City →

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 Temple City, CA?

18 investment adviser representatives are registered at firm offices in Temple City, California, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Temple City?

J.P. Morgan Securities LLC, with 9 registered advisors in Temple City, followed by Citigroup Global Markets Inc. with 2.

How do I check a financial advisor in Temple City?

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.