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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Woodland Hills, CA

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Woodland Hills, A to Z.

The short answer

3 registered advisors work at Cetera Planning Partners in Woodland Hills, out of 283 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Woodland Hills, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners advisors in other cities

Leawood, KS 30Lafayette, LA 20Dubuque, IA 17Rapid City, SD 7Seven Fields, PA 7Indianapolis, IN 6Parsippany, NJ 6Algona, IA 5Houston, TX 5Dallas, TX 4Evansville, IN 4Honolulu, HI 4Louisville, KY 4Morgan City, LA 4Pella, IA 4

Other firms in Woodland Hills

All Woodland Hills advisors →

Morgan Stanley 47Wells Fargo Clearing Services, LLC 39LPL Financial LLC 23Equitable Advisors, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Tamar Securities, LLC 15Charles Schwab & Co., Inc. 14Ameriprise Financial Services, LLC 11Raymond James Financial Services Advisors, Inc. 11Cetera Investment Advisers LLC 10Osaic Wealth, Inc. 10Strategic Advisers LLC 10

Questions

How many financial advisors does Cetera Planning Partners have in Woodland Hills?

3 investment adviser representatives are registered at Cetera Planning Partners offices in Woodland Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 283 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Cetera Planning Partners one of the largest advisor employers in Woodland Hills?

Cetera Planning Partners ranks number 22 in Woodland Hills by registered advisors; Morgan Stanley has the most, with 47.

How do I check a Cetera Planning Partners advisor in Woodland Hills?

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 Cetera Planning Partners 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.