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Financial ADVSR advisor directory · SEC adviser records

Lake Avenue Financial LLC financial advisors

Every SEC-registered investment adviser representative at Lake Avenue Financial LLC, by the state and city of the office they work from.

The short answer

5 registered advisors work at Lake Avenue Financial LLC, in 2 states and 3 cities; the most are in Pasadena, CA (3). 0 list the CFP designation and 1 are also registered broker representatives.

Search every Lake Avenue Financial LLC advisor by name →Who joined and left Lake Avenue Financial LLC →Lake Avenue Financial LLC: assets, clients and custodians →

Cities with the most Lake Avenue Financial LLC advisors

Pasadena, CA 3Bellevue, WA 1Woodland Hills, CA 1

Lake Avenue Financial LLC advisors by state

Lake Avenue Financial LLC in California 4

Pasadena 3Woodland Hills 1

Lake Avenue Financial LLC in Washington 1

Bellevue 1

Questions

How many financial advisors does Lake Avenue Financial LLC have?

5 investment adviser representatives are registered with Lake Avenue Financial LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 0 list the CFP designation and 1 are also registered as broker representatives.

Where does Lake Avenue Financial LLC have the most advisors?

Pasadena, CA, with 3 registered advisors, then Bellevue, WA (1). By state, California has the most, with 4.

How do I find a Lake Avenue Financial LLC financial advisor near me?

Pick your state below, then your city, to see every Lake Avenue Financial LLC advisor registered at an office there. Each one 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. An advisor registered at Lake Avenue Financial LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →