Financial ADVSR advisor directory · SEC adviser records
One Capital Management, LLC financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a One Capital Management, LLC office in Denver, A to Z.
The short answer
3 registered advisors work at One Capital Management, LLC in Denver, out of 62 at the firm nationwide; it ranks number 127 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
One Capital Management, LLC advisors in Denver, A to Z
Every One Capital Management, LLC advisor →- Joel R. HahnInvestment adviser rep
- Derek M. SchwartzCertified Financial Planner, Chartered Financial Analyst
- Timothy P. SheldonCertified Financial Planner
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
Westlake Village, CA 39San Francisco, CA 5Alpharetta, GA 3Fort Collins, CO 2Newport Beach, CA 2Plano, TX 2Thousand Oaks, CA 2Walnut Creek, CA 2Austin, TX 1San Diego, CA 1Santa Rosa, CA 1Scottsdale, AZ 1
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32
Questions
How many financial advisors does One Capital Management, LLC have in Denver?
3 investment adviser representatives are registered at One Capital Management, LLC offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is One Capital Management, LLC one of the largest advisor employers in Denver?
One Capital Management, LLC ranks number 127 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.
How do I check a One Capital Management, LLC advisor in Denver?
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.