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Financial ADVSR advisor directory · SEC adviser records

Federated Investment Counseling financial advisors in California

Every SEC-registered investment adviser representative at a Federated Investment Counseling office in California, by city and A to Z.

The short answer

7 registered advisors work at Federated Investment Counseling in California, out of 226 nationwide; it's the firm's number 3 state by advisors, and the most are in San Francisco (2). 1 list the CFP designation and 7 are also registered broker representatives.

Federated Investment Counseling advisors by city in California

Every firm in California →

San Francisco 2Carlsbad 1Healdsburg 1Los Angeles 1Mill Valley 1Santa Ynez 1

Federated Investment Counseling advisors in California, A to Z

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Federated Investment Counseling advisors in every state →Federated Investment Counseling: assets, clients and custodians →Advisor Moves: who changed firms this week →

Federated Investment Counseling in other states

Pennsylvania 154Texas 10New Jersey 6Florida 5Massachusetts 5Colorado 4Illinois 4New York 4Georgia 3Minnesota 3North Carolina 3

Questions

How many Federated Investment Counseling financial advisors are in California?

7 investment adviser representatives are registered at Federated Investment Counseling offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 226 at the firm nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Where in California does Federated Investment Counseling have the most advisors?

San Francisco, with 2, then Carlsbad (1). Federated Investment Counseling has advisors in 6 cities in California.

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