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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Whittier, CA

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

51 registered advisors work in Whittier; the most are at Cetera Investment Advisers LLC (10). 11 list the CFP designation and 46 are also registered broker representatives.

Firms with the most advisors in Whittier

FirmAdvisors in Whittier
Cetera Investment Advisers LLC news10
LPL Financial LLC news10
J.P. Morgan Securities LLC news6
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Pfs Investments Inc.3
Cerda Munoz Advisors, Inc.2
Clg LLC2
MML Investors Services, LLC2
Strategic Advisers LLC2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Citigroup Global Markets Inc. news1
Edward Jones news1
Gl Trust, Inc.1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
RBC Capital Markets, LLC news1
Root Financial Partners1
State Farm Investment Management Corp.1

Advisors in Whittier, A to Z

CFP advisors in Whittier →

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 Whittier, CA?

51 investment adviser representatives are registered at firm offices in Whittier, California, according to the SEC's Investment Adviser Public Disclosure records. 46 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Whittier?

Cetera Investment Advisers LLC, with 10 registered advisors in Whittier, followed by LPL Financial LLC with 10.

How do I check a financial advisor in Whittier?

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.