Financial ADVSR advisor directory · SEC adviser records
Capital Group Private Client Services, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Capital Group Private Client Services, Inc. office in California, by city and A to Z.
The short answer
78 registered advisors work at Capital Group Private Client Services, Inc. in California, out of 103 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (68). 17 list the CFP designation and 0 are also registered broker representatives.
Capital Group Private Client Services, Inc. advisors by city in California
Every firm in California →Capital Group Private Client Services, Inc. advisors in California, A to Z
Search by name →- Tenny E. AdourianLos Angeles · Chartered Financial Consultant
- Thomas N. Anderson Jr.Los Angeles
- David ArchilaLos Angeles
- J B. BarnesLos Angeles
- Jennifer G. BirdseyLos Angeles · Certified Financial Planner
- Intcher BramlettLos Angeles · Certified Financial Planner
- Justin BrennanLos Angeles
- William M. CareyLos Angeles
- Mariella A. CarusoLos Angeles
- Dean W. CatalanoLos Angeles
- Michael M. ChenLos Angeles · Chartered Financial Analyst
- Jennifer B. CookLos Angeles
- Samuel M. DashiellLos Angeles
- Elizabeth D. DenningSan Francisco · Certified Financial Planner
- Brooks H. DoggettSan Francisco · Chartered Financial Analyst
- Kevork G. DulgeryanLos Angeles
- Hayden J. EdmondsLos Angeles
- Susannah EmamiLos Angeles
- Javier EscamillaLos Angeles · Chartered Financial Analyst
- James P. EvansSan Francisco
- David J. FerryLos Angeles
- Ronald L. FloresLos Angeles
- Mark W. FlowerLos Angeles
- Amy FooLos Angeles
- William E. FordLos Angeles · Chartered Financial Analyst
- Glenn G. GeistLos Angeles
- Edward M. GonzalezLos Angeles · Chartered Financial Analyst
- Shant K. GourdikianLos Angeles
- Richard GutierrezLos Angeles · Certified Financial Planner
- Janna C. HahnLos Angeles
- Ralph E. HeckertLos Angeles
- Eric M. HeerLos Angeles
- Steven J. HendrixSan Francisco
- Alexandra Z. HolcombSan Francisco
- Michelle M. JacksonLos Angeles · Certified Financial Planner
- Dale H. KangLos Angeles · Chartered Financial Analyst
- Robert W. KellyLos Angeles · Chartered Financial Analyst
- Cameron J. KilleenLos Angeles · Chartered Financial Analyst
- Douglas M. KilroySan Francisco · Certified Financial Planner
- Nicole T. KisakSan Francisco · Certified Financial Planner
- Lynne M. KnoxLos Angeles
- Emily K. LantzLos Angeles
- Michael B. LaubensteinLos Angeles · Certified Financial Planner
- Catherine J. LaytonSan Francisco
- Joyce LeeLos Angeles · Certified Financial Planner
- Sung P. LeeLos Angeles
- Jason B. LerschLos Angeles · Certified Financial Planner
- Robert B. LewisLos Angeles
- Nova LuLos Angeles
- Steven J. LucadamoLos Angeles
- Joseph M. LumardaLos Angeles
- Nora C. McCormackLos Angeles
- Rachel W. MelroyLos Angeles · Certified Financial Planner
- Andrew J. MicallefLos Angeles
- Justin MoralesLos Angeles · Certified Financial Planner
- Sandra S. MorelliLos Angeles
- Michael J. MorrisseyLos Angeles
- Dante A. NoffalLos Angeles
- Glenn A. OdonnellLos Angeles
- Savitri P. PaiLos Angeles
- Neeraj P. PatelLos Angeles
- Sunita H. PatelSan Francisco · Certified Financial Planner
- Aaron R. PetersenLos Angeles · Certified Financial Planner
- Tara N. RichLos Angeles
- Sarah A. RodriguezSan Francisco
- Daniel N. RomanowLos Angeles · Certified Financial Planner
- Sean T. RourkeLos Angeles
- Jeffrey A. RudermanLos Angeles · Certified Financial Planner
- Scott M. SandlerLos Angeles
- Zornitsa V. SantiagoLos Angeles
- Massimigliano S. SassoLos Angeles
- Jenna ScandaliosLos Angeles
- Michael E. SchmidLos Angeles · Certified Financial Planner, Chartered Financial Analyst
- Michelle M. St JulienLos Angeles
- Alan M. SwerdloffLos Angeles
- Jonathan E. TaylorLos Angeles · Chartered Financial Analyst
- Yelena L. VaynerLos Angeles
- Zachary WalkerLos Angeles
Capital Group Private Client Services, Inc. advisors in every state →Capital Group Private Client Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Group Private Client Services, Inc. in other states
Questions
How many Capital Group Private Client Services, Inc. financial advisors are in California?
78 investment adviser representatives are registered at Capital Group Private Client Services, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 103 at the firm nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Capital Group Private Client Services, Inc. have the most advisors?
Los Angeles, with 68, then San Francisco (10). Capital Group Private Client Services, Inc. has advisors in 2 cities in California.
How do I check a Capital Group Private Client Services, 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 Group Private Client Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.