Financial ADVSR advisor directory · SEC adviser records
Frec financial advisors
Every SEC-registered investment adviser representative at Frec, by the state and city of the office they work from.
6 registered advisors work at Frec, in 3 states and 4 cities; the most are in Oakland, CA (2). 0 list the CFP designation and 2 are also registered broker representatives.
Search every Frec advisor by name →Who joined and left Frec →Frec: assets, clients and custodians →
Cities with the most Frec advisors
Frec advisors by state
Questions
How many financial advisors does Frec have?
6 investment adviser representatives are registered with Frec, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 0 list the CFP designation and 2 are also registered as broker representatives.
Where does Frec have the most advisors?
Oakland, CA, with 2 registered advisors, then San Francisco, CA (2). By state, California has the most, with 4.
How do I find a Frec financial advisor near me?
Pick your state below, then your city, to see every Frec advisor registered at an office there. Each one 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. An advisor registered at Frec offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →