Financial ADVSR advisor directory · SEC adviser records
Certuity, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Certuity, LLC office in California, by city and A to Z.
4 registered advisors work at Certuity, LLC in California, out of 23 nationwide; it's the firm's number 2 state by advisors, and the most are in Manhattan Beach (3). 1 list the CFP designation and 0 are also registered broker representatives.
Certuity, LLC advisors by city in California
Every firm in California →Certuity, LLC advisors in California, A to Z
Search by name →- Michelle L. CooperManhattan Beach
- Cameron V. DotyManhattan Beach · Certified Financial Planner
- Mark H. UdisManhattan Beach
- Anna YuSan Francisco
Certuity, LLC advisors in every state →Certuity, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Certuity, LLC in other states
Questions
How many Certuity, LLC financial advisors are in California?
4 investment adviser representatives are registered at Certuity, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Certuity, LLC have the most advisors?
Manhattan Beach, with 3, then San Francisco (1). Certuity, LLC has advisors in 2 cities in California.
How do I check a Certuity, LLC 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 Certuity, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.