Financial ADVSR advisor directory · SEC adviser records
American Investors Company financial advisors
Every SEC-registered investment adviser representative at American Investors Company, by the state and city of the office they work from.
The short answer
27 registered advisors work at American Investors Company, in 1 state and 14 cities; the most are in San Ramon, CA (9). 7 list the CFP designation and 27 are also registered broker representatives.
Search every American Investors Company advisor by name →Who joined and left American Investors Company →American Investors Company: assets, clients and custodians →
Cities with the most American Investors Company advisors
San Ramon, CA 9Lafayette, CA 3San Jose, CA 3Walnut Creek, CA 2Auburn, CA 1Danville, CA 1Dublin, CA 1Healdsburg, CA 1Los Banos, CA 1Modesto, CA 1Monterey, CA 1Oakland, CA 1Pleasanton, CA 1Santa Rosa, CA 1
American Investors Company advisors by state
Questions
How many financial advisors does American Investors Company have?
27 investment adviser representatives are registered with American Investors Company, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 14 cities. 7 list the CFP designation and 27 are also registered as broker representatives.
Where does American Investors Company have the most advisors?
San Ramon, CA, with 9 registered advisors, then Lafayette, CA (3). By state, California has the most, with 27.
How do I find a American Investors Company financial advisor near me?
Pick your state below, then your city, to see every American Investors Company advisor registered at an office there. Each one 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. An advisor registered at American Investors Company offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →