Financial ADVSR advisor directory · SEC adviser records
Quantum Financial Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Quantum Financial Advisors, LLC office in California, by city and A to Z.
The short answer
11 registered advisors work at Quantum Financial Advisors, LLC in California, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Monica (6). 9 list the CFP designation and 0 are also registered broker representatives.
Quantum Financial Advisors, LLC advisors by city in California
Every firm in California →Quantum Financial Advisors, LLC advisors in California, A to Z
Search by name →- Rasheed AhmedSanta Monica · Certified Financial Planner
- Ryan A. BalderianEl Segundo
- David A. DewolfEl Segundo · Certified Financial Planner
- John D. EingSanta Monica · Certified Financial Planner
- Darius G. GagneSanta Monica · Certified Financial Planner
- Wende M. HeadleyPasadena · Certified Financial Planner
- Kimberly HelmMountain View · Certified Financial Planner
- Matthew J. HigginsSanta Monica · Certified Financial Planner
- Jessica Lu-BuetowPasadena · Certified Financial Planner
- Adam G. SalasSanta Monica · Certified Financial Planner, Chartered Financial Analyst
- Tracy A. ShemanoSanta Monica
Quantum Financial Advisors, LLC advisors in every state →Quantum Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Quantum Financial Advisors, LLC financial advisors are in California?
11 investment adviser representatives are registered at Quantum Financial Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Quantum Financial Advisors, LLC have the most advisors?
Santa Monica, with 6, then El Segundo (2). Quantum Financial Advisors, LLC has advisors in 4 cities in California.
How do I check a Quantum Financial Advisors, LLC 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 Quantum Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.