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Financial ADVSR advisor directory · SEC adviser records

Village Wealth Advisors financial advisors in Westlake Village, CA

Every SEC-registered investment adviser representative at a Village Wealth Advisors office in Westlake Village, A to Z.

The short answer

3 registered advisors work at Village Wealth Advisors in Westlake Village, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Village Wealth Advisors advisors in Westlake Village, A to Z

Every Village Wealth Advisors advisor →

Village Wealth Advisors advisors in every city and state →Village Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Village Wealth Advisors advisors in other cities

Assaria, KS 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 49One Capital Management, LLC 39J.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 12

Questions

How many financial advisors does Village Wealth Advisors have in Westlake Village?

3 investment adviser representatives are registered at Village Wealth Advisors offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Village Wealth Advisors one of the largest advisor employers in Westlake Village?

Village Wealth Advisors ranks number 22 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Village Wealth Advisors 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 Village Wealth Advisors 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.