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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Valley Center, CA

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

8 registered advisors work in Valley Center; the most are at Ameriprise Financial Services, LLC (1). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Valley Center

FirmAdvisors in Valley Center
Ameriprise Financial Services, LLC news1
Amy T. Sharp, Cfp, LLC1
Edward Jones news1
Integrated Wealth Concepts LLC1
Jrs Investments And Wealth Preservation, LLC1
Momentum Financial And Insurance Services LLC1
Premier Financial Planning, Inc.1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Valley Center, A to Z

CFP advisors in Valley Center →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Valley Center, CA?

8 investment adviser representatives are registered at firm offices in Valley Center, California, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Valley Center?

Ameriprise Financial Services, LLC, with 1 registered advisors in Valley Center, followed by Amy T. Sharp, Cfp, LLC with 1.

How do I check a financial advisor in Valley Center?

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.