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Financial ADVSR advisor directory · SEC adviser records

Crux Wealth Advisors financial advisors in California

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

The short answer

7 registered advisors work at Crux Wealth Advisors in California, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Long Beach (7). 2 list the CFP designation and 7 are also registered broker representatives.

Crux Wealth Advisors advisors by city in California

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Long Beach 7

Crux Wealth Advisors advisors in California, A to Z

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Questions

How many Crux Wealth Advisors financial advisors are in California?

7 investment adviser representatives are registered at Crux Wealth Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Where in California does Crux Wealth Advisors have the most advisors?

Long Beach, with 7. Crux Wealth Advisors has advisors in 1 city in California.

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