Financial ADVSR advisor directory · SEC adviser records
One Capital Management, LLC financial advisors in California
Every SEC-registered investment adviser representative at a One Capital Management, LLC office in California, by city and A to Z.
The short answer
53 registered advisors work at One Capital Management, LLC in California, out of 62 nationwide; it's the firm's number 1 state by advisors, and the most are in Westlake Village (39). 10 list the CFP designation and 0 are also registered broker representatives.
One Capital Management, LLC advisors by city in California
Every firm in California →Westlake Village 39San Francisco 5Walnut Creek 3Newport Beach 2Thousand Oaks 2San Diego 1Santa Rosa 1
One Capital Management, LLC advisors in California, A to Z
Search by name →- Niklas AxelsenWestlake Village
- Samantha BakkeWestlake Village
- Kimberlyn C. BalzWestlake Village
- Hayden Barre-HenusetWestlake Village
- Brad M. BarrettWestlake Village
- Wayne E. BaxterWestlake Village
- Mark J. BinderWestlake Village · Certified Financial Planner
- Sean BinghamSan Diego
- Kevin D. BodenSan Francisco
- Patrick J. BowenWestlake Village
- Sheri Ann T. Chang YamaguchiWestlake Village · Certified Financial Planner
- Michael J. ChisickWestlake Village · Certified Financial Planner
- Aiden ClarkWestlake Village
- Steven R. CowleyWestlake Village
- Daniel V. CozanoSan Francisco
- Bryce FehmelWestlake Village
- Corey D. FrenchSan Francisco
- Nicholas W. GardnerWalnut Creek
- Benjamin R. GarvinSanta Rosa · Chartered Financial Analyst
- Cranston R. Gesell Jr.Thousand Oaks · Certified Financial Planner
- Eric J. HamelWestlake Village · Certified Financial Planner
- Ryan A. HowardWestlake Village
- Xinyu HuangWestlake Village
- Kevin G. JohnsonThousand Oaks
- Chad M. KesslerNewport Beach
- Ross T. LloydWestlake Village
- Riley D. LopezWestlake Village
- John P. MabiniWestlake Village · Certified Financial Planner
- Nicholas H. McDonaldWestlake Village
- Sean McKeonSan Francisco
- Changhao MengWestlake Village
- Lance W. MesservyWestlake Village
- Carl E. MuellerWestlake Village
- Jason NahoulNewport Beach
- James H. NitchkeWestlake Village · Certified Financial Planner, Chartered Financial Analyst
- Joshua O'HandleyWestlake Village
- Liam O'HaraWestlake Village
- Jared D. OsborneWestlake Village
- Antonio RheeWestlake Village · Certified Financial Planner
- Sean P. RighterWestlake Village
- Tobie A. RodriguezWestlake Village
- Sarah E. SlusherWestlake Village
- Zachary L. SteinWestlake Village
- Matthew S. StephensonWalnut Creek
- Dan StridsbergWestlake Village
- Eric E. SwansonWestlake Village · Certified Financial Planner
- Jason E. ThomasWestlake Village · Certified Financial Planner
- Craig ValdesSan Francisco
- Jeremy WhiteWestlake Village
- Andrew W. WhitehouseWestlake Village
- Spencer A. WoodWestlake Village
- Adele E. YoungWalnut Creek · Chartered Financial Analyst
- Laura K. ZimmermanWestlake Village · Chartered Financial Analyst
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One Capital Management, LLC in other states
Questions
How many One Capital Management, LLC financial advisors are in California?
53 investment adviser representatives are registered at One Capital Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 62 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Where in California does One Capital Management, LLC have the most advisors?
Westlake Village, with 39, then San Francisco (5). One Capital Management, LLC has advisors in 7 cities in California.
How do I check a One Capital Management, 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 One Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.