Financial ADVSR advisor directory · SEC adviser records
Hollencrest Capital Management financial advisors in California
Every SEC-registered investment adviser representative at a Hollencrest Capital Management office in California, by city and A to Z.
The short answer
14 registered advisors work at Hollencrest Capital Management in California, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Newport Beach (14). 1 list the CFP designation and 0 are also registered broker representatives.
Hollencrest Capital Management advisors by city in California
Every firm in California →Hollencrest Capital Management advisors in California, A to Z
Search by name →- Cameron C. AkersNewport Beach
- Rachel J. BeierNewport Beach
- Nicholas G. BoothNewport Beach
- Edrie P. DalisayNewport Beach · Certified Financial Planner
- Christopher L. DuongNewport Beach · Chartered Financial Analyst
- Kyle E. FincherNewport Beach
- James Konon Jr.Newport Beach
- Susan M. NakamuraNewport Beach · Chartered Financial Analyst
- Gregory P. PellizzonNewport Beach
- Peter J. PellizzonNewport Beach
- Michelle E. PetersenNewport Beach
- Wesley W. SchulerNewport Beach
- Dale V. SefarianNewport Beach
- Robert B. WolfordNewport Beach · Chartered Financial Consultant
Hollencrest Capital Management advisors in every state →Hollencrest Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Hollencrest Capital Management financial advisors are in California?
14 investment adviser representatives are registered at Hollencrest Capital Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Hollencrest Capital Management have the most advisors?
Newport Beach, with 14. Hollencrest Capital Management has advisors in 1 city in California.
How do I check a Hollencrest Capital Management 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 Hollencrest Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.