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Financial ADVSR advisor directory · SEC adviser records

Eagle Wealth Management Group Inc. financial advisors in Valencia, CA

Every SEC-registered investment adviser representative at a Eagle Wealth Management Group Inc. office in Valencia, A to Z.

The short answer

1 registered advisors work at Eagle Wealth Management Group Inc. in Valencia, out of 4 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Eagle Wealth Management Group Inc. advisors in Valencia, A to Z

Every Eagle Wealth Management Group Inc. advisor →

Eagle Wealth Management Group Inc. advisors in every city and state →Eagle Wealth Management Group Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Wealth Management Group Inc. advisors in other cities

Charlotte, NC 3

Other firms in Valencia

All Valencia advisors →

Prosperitas Financial, LLC 29LPL Financial LLC 17Morgan Stanley 14Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Eagle Wealth Management Group Inc. have in Valencia?

1 investment adviser representatives are registered at Eagle Wealth Management Group Inc. offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Eagle Wealth Management Group Inc. one of the largest advisor employers in Valencia?

Eagle Wealth Management Group Inc. ranks number 10 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.

How do I check a Eagle Wealth Management Group Inc. advisor in Valencia?

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 Eagle Wealth Management Group Inc. 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.