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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Templeton, CA

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

15 registered advisors work in Templeton; the most are at Corvus Wealth Advisors LLC (6). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Templeton

FirmAdvisors in Templeton
Corvus Wealth Advisors LLC6
Jeffery C. Welch And Associates, Inc.2
Cetera Planning Partners news1
Edward Jones news1
Hicok Financial Solutions, LLC1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1
Taylor Frigon Capital Management LLC1
Taylor Frigon Family Office, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Templeton, A to Z

Search all of California →

Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Templeton, CA?

15 investment adviser representatives are registered at firm offices in Templeton, California, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Templeton?

Corvus Wealth Advisors LLC, with 6 registered advisors in Templeton, followed by Jeffery C. Welch And Associates, Inc. with 2.

How do I check a financial advisor in Templeton?

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.