Financial ADVSR advisor directory · SEC adviser records
One Degree Advisors, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a One Degree Advisors, Inc. office in California, by city and A to Z.
The short answer
5 registered advisors work at One Degree Advisors, Inc. in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (5). 5 list the CFP designation and 0 are also registered broker representatives.
One Degree Advisors, Inc. advisors by city in California
Every firm in California →One Degree Advisors, Inc. advisors in California, A to Z
Search by name →- Matthew S. CalcagnoSan Diego · Certified Financial Planner
- Karl H. KohneSan Diego · Certified Financial Planner
- Philip J. ReuerSan Diego · Certified Financial Planner
- James J. ThomasonSan Diego · Certified Financial Planner
- Janice A. ThompsonSan Diego · Certified Financial Planner
One Degree Advisors, Inc. advisors in every state →One Degree Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many One Degree Advisors, Inc. financial advisors are in California?
5 investment adviser representatives are registered at One Degree Advisors, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in California does One Degree Advisors, Inc. have the most advisors?
San Diego, with 5. One Degree Advisors, Inc. has advisors in 1 city in California.
How do I check a One Degree Advisors, Inc. 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 Degree Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.