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Financial ADVSR advisor directory · SEC adviser records

Frec financial advisors in California

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

4 registered advisors work at Frec in California, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Oakland (2). 0 list the CFP designation and 2 are also registered broker representatives.

Frec advisors by city in California

Every firm in California →

Oakland 2San Francisco 2

Frec advisors in California, A to Z

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Questions

How many Frec financial advisors are in California?

4 investment adviser representatives are registered at Frec offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in California does Frec have the most advisors?

Oakland, with 2, then San Francisco (2). Frec has advisors in 2 cities in California.

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