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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Truckee, CA

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

The short answer

20 registered advisors work in Truckee; the most are at Edward Jones (4). 4 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Truckee

FirmAdvisors in Truckee
Edward Jones news4
Charles Schwab & Co., Inc. news3
Commonwealth Financial Network news3
Equitable Advisors, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Monograph Wealth Advisors, LLC1
Principal Securities, Inc.1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Toups Capital Advisors LLC1
UBS Financial Services Inc. news1

Advisors in Truckee, A to Z

CFP advisors in Truckee →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Truckee, CA?

20 investment adviser representatives are registered at firm offices in Truckee, California, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Truckee?

Edward Jones, with 4 registered advisors in Truckee, followed by Charles Schwab & Co., Inc. with 3.

How do I check a financial advisor in Truckee?

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.