Financial ADVSR advisor directory · SEC adviser records
One Capital Management, LLC financial advisors in Westlake Village, CA
Every SEC-registered investment adviser representative at a One Capital Management, LLC office in Westlake Village, A to Z.
The short answer
39 registered advisors work at One Capital Management, LLC in Westlake Village, out of 62 at the firm nationwide; it ranks number 5 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
One Capital Management, LLC advisors in Westlake Village, A to Z
Every One Capital Management, LLC advisor →- Niklas AxelsenInvestment adviser rep
- Samantha BakkeInvestment adviser rep
- Kimberlyn C. BalzInvestment adviser rep
- Hayden Barre-HenusetInvestment adviser rep
- Brad M. BarrettInvestment adviser rep
- Wayne E. BaxterInvestment adviser rep
- Mark J. BinderCertified Financial Planner
- Sean BinghamInvestment adviser rep
- Patrick J. BowenInvestment adviser rep
- Sheri Ann T. Chang YamaguchiCertified Financial Planner
- Aiden ClarkInvestment adviser rep
- Steven R. CowleyInvestment adviser rep
- Bryce FehmelInvestment adviser rep
- Joel R. HahnInvestment adviser rep
- Eric J. HamelCertified Financial Planner
- Ryan A. HowardInvestment adviser rep
- Xinyu HuangInvestment adviser rep
- Riley D. LopezInvestment adviser rep
- John P. MabiniCertified Financial Planner
- Changhao MengInvestment adviser rep
- Lance W. MesservyInvestment adviser rep
- Carl E. MuellerInvestment adviser rep
- James H. NitchkeCertified Financial Planner, Chartered Financial Analyst
- Joshua O'HandleyInvestment adviser rep
- Liam O'HaraInvestment adviser rep
- Jared D. OsborneInvestment adviser rep
- Sean P. RighterInvestment adviser rep
- Tobie A. RodriguezInvestment adviser rep
- Derek M. SchwartzCertified Financial Planner, Chartered Financial Analyst
- Sarah E. SlusherInvestment adviser rep
- Zachary L. SteinInvestment adviser rep
- Matthew S. StephensonInvestment adviser rep
- Dan StridsbergInvestment adviser rep
- Eric E. SwansonCertified Financial Planner
- Jason E. ThomasCertified Financial Planner
- Jeremy WhiteInvestment adviser rep
- Andrew W. WhitehouseInvestment adviser rep
- Spencer A. WoodInvestment adviser rep
- Laura K. ZimmermanChartered Financial Analyst
One Capital Management, LLC advisors in every city and state →One Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
One Capital Management, LLC advisors in other cities
San Francisco, CA 5Alpharetta, GA 3Fort Collins, CO 2Newport Beach, CA 2Plano, TX 2Thousand Oaks, CA 2Walnut Creek, CA 2Austin, TX 1Denver, CO 1San Diego, CA 1Santa Rosa, CA 1Scottsdale, AZ 1
Other firms in Westlake Village
All Westlake Village advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Morgan Stanley 56LPL Financial LLC 55Wells Fargo Clearing Services, LLC 49J.P. Morgan Securities LLC 34Wells Fargo Advisors Financial Network, LLC 31Ameriprise Financial Services, LLC 26UBS Financial Services Inc. 23Osaic Wealth, Inc. 17Alliance Advisory & Securities, LLC 15Stifel, Nicolaus & Company, Incorporated 12Edward Jones 11
Questions
How many financial advisors does One Capital Management, LLC have in Westlake Village?
39 investment adviser representatives are registered at One Capital Management, LLC offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is One Capital Management, LLC one of the largest advisor employers in Westlake Village?
One Capital Management, LLC ranks number 5 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.
How do I check a One Capital Management, LLC advisor in Westlake Village?
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 One Capital Management, LLC 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.