Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in California
Every SEC-registered investment adviser representative at a Onedigital office in California, by city and A to Z.
The short answer
13 registered advisors work at Onedigital in California, out of 347 nationwide; it's the firm's number 6 state by advisors, and the most are in San Diego (3). 2 list the CFP designation and 1 are also registered broker representatives.
Onedigital advisors by city in California
Every firm in California →San Diego 3Walnut Creek 3Irvine 2Alamo 1Gold River 1Martinez 1Sacramento 1San Luis Obispo 1
Onedigital advisors in California, A to Z
Search by name →- Timothy A. ColeRedwood City · Certified Financial Planner
- Eugene M. GurevichWalnut Creek · Certified Financial Planner
- Gregory C. HanhauserMission Viejo
- Delphine C. HuntWalnut Creek
- Scott A. KeswickMorgan Hill
- Mindee M. KissingerSacramento
- Gary S. MorrowSolvang
- Stephanie NgSan Diego
- Mark D. RayGold River
- Michael A. RosenthalIrvine
- Timothy R. StanfordMartinez
- Gabriella C. TothIrvine
- Nathan D. WhiteWalnut Creek
Onedigital advisors in every state →Onedigital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Onedigital in other states
Kansas 139North Carolina 16Ohio 15Georgia 14New York 14Florida 11Massachusetts 11New Jersey 11Michigan 10Virginia 10Minnesota 9Texas 9Missouri 8Pennsylvania 8Tennessee 7Utah 7Arizona 6Maryland 6Colorado 5Oregon 5Illinois 4
Questions
How many Onedigital financial advisors are in California?
13 investment adviser representatives are registered at Onedigital offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 347 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Where in California does Onedigital have the most advisors?
San Diego, with 3, then Walnut Creek (3). Onedigital has advisors in 8 cities in California.
How do I check a Onedigital 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 Onedigital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.