Financial ADVSR advisor directory · SEC adviser records
Optivest, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Optivest, Inc. office in California, by city and A to Z.
3 registered advisors work at Optivest, Inc. in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in San Juan Capistrano (3). 1 list the CFP designation and 3 are also registered broker representatives.
Optivest, Inc. advisors by city in California
Every firm in California →Optivest, Inc. advisors in California, A to Z
Search by name →- Leslie A. CalhounSan Juan Capistrano
- Matthew M. McManusSan Juan Capistrano · Certified Financial Planner
- Ryan M. ThomasonSan Juan Capistrano
Optivest, Inc. advisors in every state →Optivest, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Optivest, Inc. financial advisors are in California?
3 investment adviser representatives are registered at Optivest, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Where in California does Optivest, Inc. have the most advisors?
San Juan Capistrano, with 3. Optivest, Inc. has advisors in 1 city in California.
How do I check a Optivest, 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 Optivest, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.