Financial ADVSR advisor directory · SEC adviser records
Brightplan LLC financial advisors in California
Every SEC-registered investment adviser representative at a Brightplan LLC office in California, by city and A to Z.
5 registered advisors work at Brightplan LLC in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in San Jose (5). 5 list the CFP designation and 0 are also registered broker representatives.
Brightplan LLC advisors by city in California
Every firm in California →Brightplan LLC advisors in California, A to Z
Search by name →- Haleigh R. AlbersSan Jose · Certified Financial Planner
- Luis M. AmatoSan Jose · Certified Financial Planner, Chartered Financial Consultant
- Joan C. GonzalezSan Jose · Certified Financial Planner
- Chantal M. HerseySan Jose · Certified Financial Planner
- Daniel S. LeeSan Jose · Certified Financial Planner, Chartered Financial Analyst
Brightplan LLC advisors in every state →Brightplan LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Brightplan LLC financial advisors are in California?
5 investment adviser representatives are registered at Brightplan LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Brightplan LLC have the most advisors?
San Jose, with 5. Brightplan LLC has advisors in 1 city in California.
How do I check a Brightplan LLC 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 Brightplan LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.