Financial ADVSR advisor directory · SEC adviser records
Platform Wealth Advisors financial advisors in California
Every SEC-registered investment adviser representative at a Platform Wealth Advisors office in California, by city and A to Z.
3 registered advisors work at Platform Wealth Advisors in California, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Goleta (3). 3 list the CFP designation and 0 are also registered broker representatives.
Platform Wealth Advisors advisors by city in California
Every firm in California →Platform Wealth Advisors advisors in California, A to Z
Search by name →- Ryan M. GibbonsGoleta · Certified Financial Planner
- Paul K. MannionGoleta · Certified Financial Planner
- Donovan RobersonGoleta · Certified Financial Planner
Platform Wealth Advisors advisors in every state →Platform Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Platform Wealth Advisors in other states
Questions
How many Platform Wealth Advisors financial advisors are in California?
3 investment adviser representatives are registered at Platform Wealth Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Platform Wealth Advisors have the most advisors?
Goleta, with 3. Platform Wealth Advisors has advisors in 1 city in California.
How do I check a Platform Wealth Advisors 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 Platform Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.