Financial ADVSR advisor directory · SEC adviser records
Brightplan LLC financial advisors
Every SEC-registered investment adviser representative at Brightplan LLC, by the state and city of the office they work from.
5 registered advisors work at Brightplan LLC, in 2 states and 2 cities; the most are in San Jose, CA (4). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Brightplan LLC advisor by name →Brightplan LLC: assets, clients and custodians →
Cities with the most Brightplan LLC advisors
Brightplan LLC advisors by state
Questions
How many financial advisors does Brightplan LLC have?
5 investment adviser representatives are registered with Brightplan LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Brightplan LLC have the most advisors?
San Jose, CA, with 4 registered advisors, then Framingham, MA (1). By state, California has the most, with 4.
How do I find a Brightplan LLC financial advisor near me?
Pick your state below, then your city, to see every Brightplan LLC 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 Brightplan LLC 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 →