Financial ADVSR advisor directory · SEC adviser records
Capital Advantage, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Capital Advantage, Inc. office in California, by city and A to Z.
The short answer
8 registered advisors work at Capital Advantage, Inc. in California, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Walnut Creek (8). 2 list the CFP designation and 0 are also registered broker representatives.
Capital Advantage, Inc. advisors by city in California
Every firm in California →Capital Advantage, Inc. advisors in California, A to Z
Search by name →- Ian M. BurkhardWalnut Creek
- Ian A. CastilleWalnut Creek · Certified Financial Planner
- Selma B. HackettWalnut Creek
- John S. HaymanWalnut Creek
- Dawnalizabeth HenkeWalnut Creek
- Colin F. TaylorWalnut Creek · Chartered Financial Analyst
- Jason A. TerhuneWalnut Creek · Certified Financial Planner
- Brian A. WangWalnut Creek · Chartered Financial Analyst
Capital Advantage, Inc. advisors in every state →Capital Advantage, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Capital Advantage, Inc. financial advisors are in California?
8 investment adviser representatives are registered at Capital Advantage, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Capital Advantage, Inc. have the most advisors?
Walnut Creek, with 8. Capital Advantage, Inc. has advisors in 1 city in California.
How do I check a Capital Advantage, Inc. 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 Capital Advantage, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.