Financial ADVSR advisor directory · SEC adviser records
Intellectus Partners, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Intellectus Partners, LLC office in California, by city and A to Z.
5 registered advisors work at Intellectus Partners, LLC in California, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (5). 0 list the CFP designation and 0 are also registered broker representatives.
Intellectus Partners, LLC advisors by city in California
Every firm in California →Intellectus Partners, LLC advisors in California, A to Z
Search by name →- Tina C. ChanSan Francisco
- David J. La PlacaSan Francisco
- Kelly P. MortonSan Francisco
- Maximillian T. OxenbridgeSan Francisco
- Junlong N. TanSan Francisco
Intellectus Partners, LLC advisors in every state →Intellectus Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Intellectus Partners, LLC financial advisors are in California?
5 investment adviser representatives are registered at Intellectus Partners, LLC 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 0 are also registered as broker representatives.
Where in California does Intellectus Partners, LLC have the most advisors?
San Francisco, with 5. Intellectus Partners, LLC has advisors in 1 city in California.
How do I check a Intellectus Partners, 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 Intellectus Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.