Financial ADVSR advisor directory · SEC adviser records
Equity Management Group financial advisors in California
Every SEC-registered investment adviser representative at a Equity Management Group office in California, by city and A to Z.
The short answer
3 registered advisors work at Equity Management Group in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Rosa Valley (2). 1 list the CFP designation and 0 are also registered broker representatives.
Equity Management Group advisors by city in California
Every firm in California →Equity Management Group advisors in California, A to Z
Search by name →- Vernon L. DransfeldtSanta Rosa Valley · Certified Financial Planner
- Sarah L. GassertSanta Rosa Valley
- Jennifer L. McGeeCamarillo
Equity Management Group advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Equity Management Group financial advisors are in California?
3 investment adviser representatives are registered at Equity Management Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Equity Management Group have the most advisors?
Santa Rosa Valley, with 2, then Camarillo (1). Equity Management Group has advisors in 2 cities in California.
How do I check a Equity Management Group 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 Equity Management Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.