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Financial ADVSR advisor directory · SEC adviser records

Hillcrest Financial Group financial advisors in Thousand Oaks, CA

Every SEC-registered investment adviser representative at a Hillcrest Financial Group office in Thousand Oaks, A to Z.

The short answer

5 registered advisors work at Hillcrest Financial Group in Thousand Oaks, out of 5 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Hillcrest Financial Group advisors in Thousand Oaks, A to Z

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Other firms in Thousand Oaks

All Thousand Oaks advisors →

Strategic Advisers LLC 17Transamerica Financial Advisors, LLC 12LPL Financial LLC 9Charles Schwab & Co., Inc. 8Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Osaic Wealth, Inc. 5Ibn Asset Management, LLC 4Edward Jones 3Forum Financial Management, LP 3Hofer & Associates Wealth Management 3Pacific Financial Strategies, Inc. 3

Questions

How many financial advisors does Hillcrest Financial Group have in Thousand Oaks?

5 investment adviser representatives are registered at Hillcrest Financial Group offices in Thousand Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Hillcrest Financial Group one of the largest advisor employers in Thousand Oaks?

Hillcrest Financial Group ranks number 7 in Thousand Oaks by registered advisors; Strategic Advisers LLC has the most, with 17.

How do I check a Hillcrest Financial Group advisor in Thousand 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 Hillcrest Financial Group 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.