Financial ADVSR advisor directory · SEC adviser records
Malakoff Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Malakoff Wealth office in California, by city and A to Z.
The short answer
6 registered advisors work at Malakoff Wealth in California, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Danville (4). 2 list the CFP designation and 5 are also registered broker representatives.
Malakoff Wealth advisors by city in California
Every firm in California →Malakoff Wealth advisors in California, A to Z
Search by name →- Jared S. HarperDanville
- Erny G. MalakoffCastro Valley
- Joel W. MalakoffDanville · Certified Financial Planner
- John NolanCastro Valley
- Katie N. RaaschDanville
- Kellie L. RaaschDanville · Certified Financial Planner
Malakoff Wealth advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Malakoff Wealth financial advisors are in California?
6 investment adviser representatives are registered at Malakoff Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Where in California does Malakoff Wealth have the most advisors?
Danville, with 4, then Castro Valley (2). Malakoff Wealth has advisors in 2 cities in California.
How do I check a Malakoff Wealth 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 Malakoff Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.