Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in California
Every SEC-registered investment adviser representative at a Capital Analysts office in California, by city and A to Z.
18 registered advisors work at Capital Analysts in California, out of 557 nationwide; it's the firm's number 10 state by advisors, and the most are in San Diego (3). 2 list the CFP designation and 18 are also registered broker representatives.
Capital Analysts advisors by city in California
Every firm in California →San Diego 3Woodland Hills 2Alameda 1Bakersfield 1Carlsbad 1Covina 1Encino 1Oakland 1Rancho Mirage 1San Dimas 1Soquel 1Thousand Oaks 1Vallejo 1Westlake Village 1Woodlland Hills 1
Capital Analysts advisors in California, A to Z
Search by name →- Jeffrey M. BannonWoodlland Hills
- Colleen K. CallahanSan Diego · Chartered Financial Consultant
- Courtney L. DemersBakersfield
- Salvador H. Flores-ChatfieldCovina
- John M. GergurichSan Diego
- Abu Z. GofranSan Dimas
- Brian D. HaubenstockSan Diego · Chartered Financial Consultant
- Michael P. JordanSoquel
- Vered JustinEncino
- Michael P. KriechbaumWoodland Hills
- David J. LevineWoodland Hills
- Richard E. MarekRancho Mirage
- Jason J. PerezWestlake Village
- Hugh B. RobertsThousand Oaks · Certified Financial Planner
- Richard P. SchultzVallejo
- Karena I. SchwenkOakland
- Ira J. TweedCarlsbad
- Dianne Y. WoonAlameda · Certified Financial Planner
Capital Analysts advisors in every state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts in other states
Pennsylvania 90New York 75Florida 66Massachusetts 53New Jersey 50Ohio 35Michigan 24Illinois 22Texas 22North Carolina 16Arizona 15Georgia 13Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Indiana 3Missouri 3Virginia 3Wisconsin 3
Questions
How many Capital Analysts financial advisors are in California?
18 investment adviser representatives are registered at Capital Analysts offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 2 list the CFP designation and 18 are also registered as broker representatives.
Where in California does Capital Analysts have the most advisors?
San Diego, with 3, then Woodland Hills (2). Capital Analysts has advisors in 15 cities in California.
How do I check a Capital Analysts 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 Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.