Financial ADVSR advisor directory · SEC adviser records
Maveriq Capital Group LLC financial advisors in California
Every SEC-registered investment adviser representative at a Maveriq Capital Group LLC office in California, by city and A to Z.
The short answer
11 registered advisors work at Maveriq Capital Group LLC in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (3). 4 list the CFP designation and 0 are also registered broker representatives.
Maveriq Capital Group LLC advisors by city in California
Every firm in California →Maveriq Capital Group LLC advisors in California, A to Z
Search by name →- David A. AbstonSan Francisco · Certified Financial Planner
- Maxwell I. BotteneSan Francisco
- Gregory W. ForbesSan Francisco
- Matthew J. HlavacekSan Francisco · Certified Financial Planner, Chartered Financial Analyst
- Ryan H. LeamySan Francisco
- Chase M. PhelpsSan Francisco
- Melanie R. RahillySan Francisco · Certified Financial Planner
- Justin W. RenaudinSan Francisco · Chartered Financial Analyst
- Caden F. SanchezSan Francisco
- Rick S. WithersSan Francisco · Certified Financial Planner
- Peter J. ZaninoSan Francisco
Maveriq Capital Group LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Maveriq Capital Group LLC financial advisors are in California?
11 investment adviser representatives are registered at Maveriq Capital Group LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Maveriq Capital Group LLC have the most advisors?
San Francisco, with 3. Maveriq Capital Group LLC has advisors in 1 city in California.
How do I check a Maveriq Capital Group 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 Maveriq Capital Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.