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Financial ADVSR advisor directory · SEC adviser records

Lifesteps Financial financial advisors in California

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

The short answer

6 registered advisors work at Lifesteps Financial in California, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Claremont (6). 0 list the CFP designation and 0 are also registered broker representatives.

Lifesteps Financial advisors by city in California

Every firm in California →

Claremont 6

Lifesteps Financial advisors in California, A to Z

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

Questions

How many Lifesteps Financial financial advisors are in California?

6 investment adviser representatives are registered at Lifesteps Financial 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 Lifesteps Financial have the most advisors?

Claremont, with 6. Lifesteps Financial has advisors in 1 city in California.

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