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Financial ADVSR advisor directory · SEC adviser records

Gordian Wealth Advisors, LLC financial advisors in California

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

The short answer

5 registered advisors work at Gordian Wealth Advisors, LLC in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Mill Valley (4). 0 list the CFP designation and 3 are also registered broker representatives.

Gordian Wealth Advisors, LLC advisors by city in California

Every firm in California →

Mill Valley 4Palm Desert 1

Gordian Wealth Advisors, LLC advisors in California, A to Z

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

Questions

How many Gordian Wealth Advisors, LLC financial advisors are in California?

5 investment adviser representatives are registered at Gordian Wealth Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Mill Valley, with 4, then Palm Desert (1). Gordian Wealth Advisors, LLC has advisors in 2 cities in California.

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