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Financial ADVSR advisor directory · SEC adviser records

Hillcrest Financial Group financial advisors in California

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

The short answer

5 registered advisors work at Hillcrest Financial Group in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Thousand Oaks (5). 2 list the CFP designation and 0 are also registered broker representatives.

Hillcrest Financial Group advisors by city in California

Every firm in California →

Thousand Oaks 5

Hillcrest Financial Group advisors in California, A to Z

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Hillcrest Financial Group advisors in every state →Hillcrest Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Hillcrest Financial Group financial advisors are in California?

5 investment adviser representatives are registered at Hillcrest Financial Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Hillcrest Financial Group have the most advisors?

Thousand Oaks, with 5. Hillcrest Financial Group has advisors in 1 city in California.

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