Financial ADVSR advisor directory · SEC adviser records
15 Equity financial advisors in California
Every SEC-registered investment adviser representative at a 15 Equity office in California, by city and A to Z.
3 registered advisors work at 15 Equity in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Barbara (3). 0 list the CFP designation and 0 are also registered broker representatives.
15 Equity advisors by city in California
Every firm in California →15 Equity advisors in California, A to Z
Search by name →- Lance W. HelfertSanta Barbara
- Ryan A. LoweSanta Barbara · Chartered Financial Analyst
- Christopher J. MendozaSanta Barbara
15 Equity advisors in every state →15 Equity: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many 15 Equity financial advisors are in California?
3 investment adviser representatives are registered at 15 Equity offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in California does 15 Equity have the most advisors?
Santa Barbara, with 3. 15 Equity has advisors in 1 city in California.
How do I check a 15 Equity advisor in California?
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 15 Equity office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.