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Financial ADVSR advisor directory · SEC adviser records

Clg LLC financial advisors in California

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

21 registered advisors work at Clg LLC in California, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Long Beach (14). 6 list the CFP designation and 11 are also registered broker representatives.

Clg LLC advisors by city in California

Every firm in California →

Long Beach 14Torrance 4Whittier 2Murrieta 1

Clg LLC advisors in California, A to Z

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Clg LLC advisors in every state →Clg LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Clg LLC financial advisors are in California?

21 investment adviser representatives are registered at Clg LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 6 list the CFP designation and 11 are also registered as broker representatives.

Where in California does Clg LLC have the most advisors?

Long Beach, with 14, then Torrance (4). Clg LLC has advisors in 4 cities in California.

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