Financial ADVSR advisor directory · SEC adviser records
Apella Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Apella Wealth office in California, by city and A to Z.
The short answer
7 registered advisors work at Apella Wealth in California, out of 99 nationwide; it's the firm's number 3 state by advisors, and the most are in Costa Mesa (3). 6 list the CFP designation and 0 are also registered broker representatives.
Apella Wealth advisors by city in California
Every firm in California →Apella Wealth advisors in California, A to Z
Search by name →- Audrey JohnsonCosta Mesa · Certified Financial Planner
- Nicholas L. LevinsonOakland · Certified Financial Planner
- Brian PonLarkspur · Certified Financial Planner
- Mark L. PrendergastCosta Mesa · Certified Financial Planner
- Jean T. YamamotoDavis
- Kevin M. YoungDavis · Certified Financial Planner
- Evelyn M. ZohlenCosta Mesa · Certified Financial Planner
Apella Wealth advisors in every state →Apella Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Apella Wealth in other states
Connecticut 55Virginia 12Washington 6Massachusetts 5Pennsylvania 5South Carolina 4
Questions
How many Apella Wealth financial advisors are in California?
7 investment adviser representatives are registered at Apella Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Apella Wealth have the most advisors?
Costa Mesa, with 3, then Davis (2). Apella Wealth has advisors in 4 cities in California.
How do I check a Apella Wealth 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 Apella Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.