Financial ADVSR advisor directory · SEC adviser records
American Investors Company financial advisors in California
Every SEC-registered investment adviser representative at a American Investors Company office in California, by city and A to Z.
The short answer
27 registered advisors work at American Investors Company in California, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in San Ramon (9). 7 list the CFP designation and 27 are also registered broker representatives.
American Investors Company advisors by city in California
Every firm in California →San Ramon 9Lafayette 3San Jose 3Walnut Creek 2Auburn 1Danville 1Dublin 1Healdsburg 1Los Banos 1Modesto 1Monterey 1Oakland 1Pleasanton 1Santa Rosa 1
American Investors Company advisors in California, A to Z
Search by name →- Kent R. AlexanderSan Ramon
- Forrest R. BlairAuburn
- Cheryl L. CharneyOakland
- Nicholas C. CochranSan Ramon
- Richard J. CohnSan Rafael
- Roger K. CoitWalnut Creek
- Emmanuel S. ComesSan Ramon
- Scott E. DawsonLafayette · Certified Financial Planner
- David R. DerbyModesto · Certified Financial Planner, Chartered Financial Consultant
- Frederic H. DevinneyWalnut Creek
- Robert A. GemmerHealdsburg · Certified Financial Planner
- William H. GuthreauSan Ramon
- Andrew B. HauptDublin
- Bradley L. HauptPleasanton
- Frederick J. JoosseSanta Rosa
- John I. KesslerSan Jose · Certified Financial Planner
- Joel B. KnightMonterey
- Christopher J. LococoSan Jose
- John E. LococoSan Jose
- Eric A. LoofbourrowSan Ramon
- Thomas L. McCormickSan Ramon
- Jerry S. MosherLafayette · Certified Financial Planner
- Monica PadillaDanville · Certified Financial Planner
- Roger H. PruittLos Banos
- Paula J. RoseSan Ramon
- William TomLafayette · Certified Financial Planner
- Ronald G. YeeSan Ramon
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Questions
How many American Investors Company financial advisors are in California?
27 investment adviser representatives are registered at American Investors Company offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 7 list the CFP designation and 27 are also registered as broker representatives.
Where in California does American Investors Company have the most advisors?
San Ramon, with 9, then Lafayette (3). American Investors Company has advisors in 14 cities in California.
How do I check a American Investors Company 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 American Investors Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.