Financial ADVSR advisor directory · SEC adviser records
Nectarine financial advisors in California
Every SEC-registered investment adviser representative at a Nectarine office in California, by city and A to Z.
14 registered advisors work at Nectarine in California, out of 24 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (10). 10 list the CFP designation and 0 are also registered broker representatives.
Nectarine advisors by city in California
Every firm in California →Nectarine advisors in California, A to Z
Search by name →- Carla T. AdamsSan Diego · Certified Financial Planner
- David S. BartaSan Diego · Certified Financial Planner, Chartered Financial Analyst
- Adam N. ColemanSan Diego
- Heather N. ComellaFolsom · Certified Financial Planner
- Philip B. FrancoisSan Diego · Certified Financial Planner
- Linda N. GrizelySan Diego · Certified Financial Planner
- Lillian H. IrionSan Diego · Certified Financial Planner
- Diana W. LouieSanta Clara
- Kelly L. PalmerSan Diego · Chartered Financial Analyst
- Mark Christopher T. ReyesEl Segundo · Certified Financial Planner
- Madison N. SharickSan Diego · Certified Financial Planner, Chartered Financial Analyst
- Shane M. SiderisSan Diego · Chartered Financial Analyst
- Devin P. WattsClovis · Certified Financial Planner
- Darci C. ZaunmillerSan Diego · Certified Financial Planner
Nectarine advisors in every state →Nectarine: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Nectarine financial advisors are in California?
14 investment adviser representatives are registered at Nectarine offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 24 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Nectarine have the most advisors?
San Diego, with 10, then Clovis (1). Nectarine has advisors in 5 cities in California.
How do I check a Nectarine 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 Nectarine office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.