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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Visalia, CA

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

68 registered advisors work in Visalia; the most are at Ameriprise Financial Services, LLC (12). 3 list the CFP designation and 60 are also registered broker representatives.

Firms with the most advisors in Visalia

FirmAdvisors in Visalia
Ameriprise Financial Services, LLC news12
LPL Financial LLC news6
Wells Fargo Clearing Services, LLC news6
Morgan Stanley news5
J.P. Morgan Securities LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Osaic Wealth, Inc. news4
State Farm Investment Management Corp.3
Commonwealth Financial Network news2
Gilman Harris Travioli Slover Accountancy Corporation2
Molano Wealth Management2
Mutual Advisors, LLC2
Principal Securities, Inc.2
Raymond James & Associates, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Stifel, Nicolaus & Company, Incorporated news2
Cws Asset Management1
Edward Jones news1
Equitable Advisors, LLC news1
Integrated Wealth Concepts LLC1
Prospera Financial Services, Inc.1
Quinley Stewardship LLC1
Tenbroeck Wealth Management, LLC1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Visalia, A to Z

CFP advisors in Visalia →

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 Visalia, CA?

68 investment adviser representatives are registered at firm offices in Visalia, California, according to the SEC's Investment Adviser Public Disclosure records. 60 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Visalia?

Ameriprise Financial Services, LLC, with 12 registered advisors in Visalia, followed by LPL Financial LLC with 6.

How do I check a financial advisor in Visalia?

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.