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Clifford Swan Investment Counselors financial advisors in California
Every SEC-registered investment adviser representative at a Clifford Swan Investment Counselors office in California, by city and A to Z.
The short answer
16 registered advisors work at Clifford Swan Investment Counselors in California, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Pasadena (16). 3 list the CFP designation and 0 are also registered broker representatives.
Clifford Swan Investment Counselors advisors by city in California
Every firm in California →Clifford Swan Investment Counselors advisors in California, A to Z
Search by name →- Charlotte C. AntenPasadena · Chartered Financial Analyst
- Peter J. BoylePasadena · Chartered Financial Analyst
- Kevin J. CavanaughPasadena
- Raymundo FloresPasadena
- Austin H. GeweckePasadena · Chartered Financial Analyst
- Roger L. GeweckePasadena · Chartered Financial Analyst
- Kathleen GilmorePasadena · Certified Financial Planner
- Leslie Ann M. GutierrezPasadena
- George E. HasbunPasadena · Certified Financial Planner
- Elliott C. HollingsworthPasadena
- Murcy Y. HuangPasadena · Chartered Financial Analyst
- David Y. LinPasadena · Chartered Financial Analyst
- Maxwell R. PrayPasadena · Chartered Financial Analyst
- Raymond G. TorresPasadena · Certified Financial Planner
- Billy J. YehPasadena
- Randall L. ZahariaPasadena · Chartered Financial Analyst
Clifford Swan Investment Counselors advisors in every state →Clifford Swan Investment Counselors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Clifford Swan Investment Counselors financial advisors are in California?
16 investment adviser representatives are registered at Clifford Swan Investment Counselors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Clifford Swan Investment Counselors have the most advisors?
Pasadena, with 16. Clifford Swan Investment Counselors has advisors in 1 city in California.
How do I check a Clifford Swan Investment Counselors 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 Clifford Swan Investment Counselors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.