Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in Walnut Creek, CA
Every SEC-registered investment adviser representative at a Onedigital office in Walnut Creek, A to Z.
The short answer
3 registered advisors work at Onedigital in Walnut Creek, out of 347 at the firm nationwide; it ranks number 49 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Onedigital advisors in Walnut Creek, A to Z
Every Onedigital advisor →- Eugene M. GurevichCertified Financial Planner
- Delphine C. HuntInvestment adviser rep
- Nathan D. WhiteInvestment adviser rep
Onedigital advisors in every city and state →Onedigital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Onedigital advisors in other cities
Overland Park, KS 135Atlanta, GA 10Danvers, MA 10New York, NY 5Sandy, UT 5Basking Ridge, NJ 4Franklin, TN 4Greensboro, NC 4Medina, OH 4Phoenix, AZ 4Richmond, VA 4Auburn Hills, MI 3Baltimore, MD 3Chicago, IL 3Houston, TX 3
Other firms in Walnut Creek
All Walnut Creek advisors →Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23
Questions
How many financial advisors does Onedigital have in Walnut Creek?
3 investment adviser representatives are registered at Onedigital offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 347 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Onedigital one of the largest advisor employers in Walnut Creek?
Onedigital ranks number 49 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.
How do I check a Onedigital advisor in Walnut Creek?
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 Onedigital 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.