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Financial ADVSR advisor directory · SEC adviser records

California Capital Management financial advisors in California

Every SEC-registered investment adviser representative at a California Capital Management office in California, by city and A to Z.

The short answer

4 registered advisors work at California Capital Management in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Burbank (3). 2 list the CFP designation and 2 are also registered broker representatives.

California Capital Management advisors by city in California

Every firm in California →

Burbank 3North Hollywood 1

California Capital Management advisors in California, A to Z

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California Capital Management advisors in every state →California Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many California Capital Management financial advisors are in California?

4 investment adviser representatives are registered at California Capital Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Where in California does California Capital Management have the most advisors?

Burbank, with 3, then North Hollywood (1). California Capital Management has advisors in 2 cities in California.

How do I check a California Capital Management 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 California Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.