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Financial ADVSR advisor directory · SEC adviser records

Consolidated Portfolio Review Corp. financial advisors in California

Every SEC-registered investment adviser representative at a Consolidated Portfolio Review Corp. office in California, by city and A to Z.

The short answer

7 registered advisors work at Consolidated Portfolio Review Corp. in California, out of 61 nationwide; it's the firm's number 2 state by advisors, and the most are in Walnut Creek (2). 0 list the CFP designation and 6 are also registered broker representatives.

Consolidated Portfolio Review Corp. advisors by city in California

Every firm in California →

Walnut Creek 2Concord 1Danville 1Santa Rosa 1

Consolidated Portfolio Review Corp. advisors in California, A to Z

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Consolidated Portfolio Review Corp. advisors in every state →Consolidated Portfolio Review Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Consolidated Portfolio Review Corp. in other states

New York 37Massachusetts 4

Questions

How many Consolidated Portfolio Review Corp. financial advisors are in California?

7 investment adviser representatives are registered at Consolidated Portfolio Review Corp. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 61 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Where in California does Consolidated Portfolio Review Corp. have the most advisors?

Walnut Creek, with 2, then Concord (1). Consolidated Portfolio Review Corp. has advisors in 4 cities in California.

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