Financial ADVSR advisor directory · SEC adviser records
Tortuga Wealth Management financial advisors in Torrance, CA
Every SEC-registered investment adviser representative at a Tortuga Wealth Management office in Torrance, A to Z.
The short answer
4 registered advisors work at Tortuga Wealth Management in Torrance, out of 4 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Tortuga Wealth Management advisors in Torrance, A to Z
Every Tortuga Wealth Management advisor →- Kevin L. BidenkapCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Christine Y. ChuiAlso a broker rep
- Angela P. SheldonCertified Financial Planner · Also a broker rep
- Jeffrey W. WestonAlso a broker rep
Tortuga Wealth Management advisors in every city and state →Tortuga Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Torrance
All Torrance advisors →Ep Wealth Advisors 158Strategic Advisers LLC 35LPL Financial LLC 32Morgan Stanley 30Cetera Investment Advisers LLC 25Charles Schwab & Co., Inc. 21Osaic Wealth, Inc. 20Transamerica Financial Advisors, LLC 15J.P. Morgan Securities LLC 13Ameriprise Financial Services, LLC 8Advanced Portfolio Strategies 7Edward Jones 7
Questions
How many financial advisors does Tortuga Wealth Management have in Torrance?
4 investment adviser representatives are registered at Tortuga Wealth Management offices in Torrance, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Tortuga Wealth Management one of the largest advisor employers in Torrance?
Tortuga Wealth Management ranks number 20 in Torrance by registered advisors; Ep Wealth Advisors has the most, with 158.
How do I check a Tortuga Wealth Management advisor in Torrance?
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 Tortuga Wealth Management 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.