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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in California

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in California, by city and A to Z.

19 registered advisors work at Cetera Planning Partners in California, out of 283 nationwide; it's the firm's number 4 state by advisors, and the most are in Danville (3). 2 list the CFP designation and 15 are also registered broker representatives.

Cetera Planning Partners advisors by city in California

Every firm in California →

Danville 3El Segundo 3Oxnard 3Woodland Hills 3San Diego 2San Ramon 1Santa Monica 1Templeton 1Torrance 1Westlake Village 1

Cetera Planning Partners advisors in California, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 43Kansas 32Louisiana 28Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Illinois 6Florida 5Hawaii 5Kentucky 5New York 5Colorado 4Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3

Questions

How many Cetera Planning Partners financial advisors are in California?

19 investment adviser representatives are registered at Cetera Planning Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 2 list the CFP designation and 15 are also registered as broker representatives.

Where in California does Cetera Planning Partners have the most advisors?

Danville, with 3, then El Segundo (3). Cetera Planning Partners has advisors in 10 cities in California.

How do I check a Cetera Planning 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 Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.