Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in California
Every SEC-registered investment adviser representative at a &Partners office in California, by city and A to Z.
4 registered advisors work at &Partners in California, out of 494 nationwide; it's the firm's number 22 state by advisors, and the most are in Dana Point (2). 3 list the CFP designation and 4 are also registered broker representatives.
&Partners advisors by city in California
Every firm in California →&Partners advisors in California, A to Z
Search by name →- Betty AhnDana Point
- Colten M. FrancoDana Point · Certified Financial Planner, Chartered Financial Consultant
- Cristian E. MundyLos Angeles · Certified Financial Planner
- Tyler J. PolsonTorrance · Certified Financial Planner
&Partners advisors in every state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners in other states
Missouri 163Tennessee 79New York 23Texas 23South Carolina 20Illinois 16Pennsylvania 15Florida 14Ohio 14Washington 14North Carolina 13Arkansas 10Minnesota 10Virginia 10New Jersey 9Indiana 8Kansas 7Michigan 6Colorado 5Georgia 5Maryland 5Massachusetts 4Alaska 3Delaware 3
Questions
How many &Partners financial advisors are in California?
4 investment adviser representatives are registered at &Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 494 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Where in California does &Partners have the most advisors?
Dana Point, with 2, then Los Angeles (1). &Partners has advisors in 3 cities in California.
How do I check a &Partners 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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.