Financial ADVSR advisor directory · SEC adviser records
Capital Synergy Partners financial advisors in California
Every SEC-registered investment adviser representative at a Capital Synergy Partners office in California, by city and A to Z.
The short answer
15 registered advisors work at Capital Synergy Partners in California, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Irvine (13). 3 list the CFP designation and 14 are also registered broker representatives.
Capital Synergy Partners advisors by city in California
Every firm in California →Capital Synergy Partners advisors in California, A to Z
Search by name →- John A. BivensMarina Del Rey
- Cory J. ChristiansenIrvine
- Stephen C. CliffordIrvine
- Lorraine A. DimartinoIrvine
- Matthew A. GandyIrvine
- Richard W. Greene Jr.Irvine · Chartered Financial Consultant
- Mark S. GuillodIrvine
- Andrew A. HoldenIrvine
- Walter S. LapovichTorrence · Certified Financial Planner
- Matthew M. MelendezIrvine · Certified Financial Planner
- James A. MooreIrvine
- Robert J. ReedyIrvine · Chartered Financial Consultant
- John E. SeelIrvine · Certified Financial Planner
- Ronald E. SniderIrvine
- Manfred D. WunderlichIrvine
Capital Synergy Partners advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Capital Synergy Partners financial advisors are in California?
15 investment adviser representatives are registered at Capital Synergy Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.
Where in California does Capital Synergy Partners have the most advisors?
Irvine, with 13, then Marina Del Rey (1). Capital Synergy Partners has advisors in 3 cities in California.
How do I check a Capital Synergy Partners 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 Synergy Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.