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Financial ADVSR advisor directory · SEC adviser records

Martin & Company financial advisors in Valencia, CA

Every SEC-registered investment adviser representative at a Martin & Company office in Valencia, A to Z.

The short answer

4 registered advisors work at Martin & Company in Valencia, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Martin & Company advisors in Valencia, A to Z

Every Martin & Company advisor →

Martin & Company advisors in every city and state →Martin & Company: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Martin & Company have in Valencia?

4 investment adviser representatives are registered at Martin & Company offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Martin & Company one of the largest advisor employers in Valencia?

Martin & Company ranks number 8 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.

How do I check a Martin & Company 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 Martin & Company 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.