Financial ADVSR advisor directory · SEC adviser records
Highline Wealth Partners financial advisors in California
Every SEC-registered investment adviser representative at a Highline Wealth Partners office in California, by city and A to Z.
The short answer
13 registered advisors work at Highline Wealth Partners in California, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Sherman Oaks (13). 2 list the CFP designation and 0 are also registered broker representatives.
Highline Wealth Partners advisors by city in California
Every firm in California →Highline Wealth Partners advisors in California, A to Z
Search by name →- Richard BarnettSherman Oaks · Chartered Financial Analyst
- Ben EmonsSherman Oaks
- Brian R. GrimditchSherman Oaks
- Shawn J. HsiehSherman Oaks · Certified Financial Planner, Chartered Financial Analyst
- Ryan D. MeachamSherman Oaks
- Aaron D. MorrisSherman Oaks
- Sevag OssipianSherman Oaks · Chartered Financial Analyst
- Millu C. RamirezSherman Oaks · Certified Financial Planner
- Amanda L. RoccaSherman Oaks
- Jonathan C. RuggSherman Oaks · Chartered Financial Analyst
- Lisa I. SternbergSherman Oaks
- Lionel B. TapieroSherman Oaks
- David K. YoshiokaSherman Oaks
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Questions
How many Highline Wealth Partners financial advisors are in California?
13 investment adviser representatives are registered at Highline Wealth Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Highline Wealth Partners have the most advisors?
Sherman Oaks, with 13. Highline Wealth Partners has advisors in 1 city in California.
How do I check a Highline Wealth Partners 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 Highline Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.