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Financial ADVSR advisor directory · SEC adviser records

Exodus Wealth, LLC financial advisors in California

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

The short answer

4 registered advisors work at Exodus Wealth, LLC in California, out of 55 nationwide; it's the firm's number 3 state by advisors, and the most are in San Ramon (3). 0 list the CFP designation and 4 are also registered broker representatives.

Exodus Wealth, LLC advisors by city in California

Every firm in California →

San Ramon 3San Diego 1

Exodus Wealth, LLC advisors in California, A to Z

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

Exodus Wealth, LLC in other states

Florida 21Pennsylvania 10Ohio 4Louisiana 3

Questions

How many Exodus Wealth, LLC financial advisors are in California?

4 investment adviser representatives are registered at Exodus Wealth, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 55 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in California does Exodus Wealth, LLC have the most advisors?

San Ramon, with 3, then San Diego (1). Exodus Wealth, LLC has advisors in 2 cities in California.

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