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Financial ADVSR advisor directory · SEC adviser records

California Financial Partners, Inc. financial advisors

Every SEC-registered investment adviser representative at California Financial Partners, Inc., by the state and city of the office they work from.

The short answer

7 registered advisors work at California Financial Partners, Inc., in 1 state and 1 city; the most are in Glendale, CA (7). 4 list the CFP designation and 7 are also registered broker representatives.

Search every California Financial Partners, Inc. advisor by name →Who joined and left California Financial Partners, Inc. →

Cities with the most California Financial Partners, Inc. advisors

Glendale, CA 7

California Financial Partners, Inc. advisors by state

California Financial Partners, Inc. in California 7

Glendale 7

Questions

How many financial advisors does California Financial Partners, Inc. have?

7 investment adviser representatives are registered with California Financial Partners, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 4 list the CFP designation and 7 are also registered as broker representatives.

Where does California Financial Partners, Inc. have the most advisors?

Glendale, CA, with 7 registered advisors. By state, California has the most, with 7.

How do I find a California Financial Partners, Inc. financial advisor near me?

Pick your state below, then your city, to see every California Financial Partners, Inc. 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 California Financial Partners, Inc. 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 →