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Octavia Wealth Advisors LLC financial advisors in California
Every SEC-registered investment adviser representative at a Octavia Wealth Advisors LLC office in California, by city and A to Z.
The short answer
8 registered advisors work at Octavia Wealth Advisors LLC in California, out of 29 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (7). 4 list the CFP designation and 6 are also registered broker representatives.
Octavia Wealth Advisors LLC advisors by city in California
Every firm in California →Octavia Wealth Advisors LLC advisors in California, A to Z
Search by name →- Christopher M. BertorelliSan Diego · Certified Financial Planner
- Eric J. BlackhallSan Diego · Personal Financial Specialist
- Jordan A. ColmanSan Diego · Certified Financial Planner
- Nicholas V. GeraciSan Diego
- Michael W. IngramSan Diego · Certified Financial Planner
- Xavier Mendoza Jr.San Diego
- Luis M. StrohmeierLos Angeles · Certified Financial Planner, Chartered Financial Consultant
- Kurt VolkerSan Diego
Octavia Wealth Advisors LLC advisors in every state →Octavia Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Octavia Wealth Advisors LLC in other states
Questions
How many Octavia Wealth Advisors LLC financial advisors are in California?
8 investment adviser representatives are registered at Octavia Wealth Advisors LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 29 at the firm nationwide. 4 list the CFP designation and 6 are also registered as broker representatives.
Where in California does Octavia Wealth Advisors LLC have the most advisors?
San Diego, with 7, then Los Angeles (1). Octavia Wealth Advisors LLC has advisors in 2 cities in California.
How do I check a Octavia Wealth Advisors 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 Octavia Wealth Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.