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Financial ADVSR advisor directory · SEC adviser records

Omega Financial Group, LLC financial advisors

Every SEC-registered investment adviser representative at Omega Financial Group, LLC, by the state and city of the office they work from.

4 registered advisors work at Omega Financial Group, LLC, in 1 state and 1 city; the most are in Santa Barbara, CA (4). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Omega Financial Group, LLC advisor by name →Who joined and left Omega Financial Group, LLC →Omega Financial Group, LLC: assets, clients and custodians →

Cities with the most Omega Financial Group, LLC advisors

Santa Barbara, CA 4

Omega Financial Group, LLC advisors by state

Omega Financial Group, LLC in California 4

Santa Barbara 4

Questions

How many financial advisors does Omega Financial Group, LLC have?

4 investment adviser representatives are registered with Omega Financial Group, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Omega Financial Group, LLC have the most advisors?

Santa Barbara, CA, with 4 registered advisors. By state, California has the most, with 4.

How do I find a Omega Financial Group, LLC financial advisor near me?

Pick your state below, then your city, to see every Omega Financial Group, LLC advisor registered at an office there. Each one 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. An advisor registered at Omega Financial Group, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →