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Financial ADVSR advisor directory · SEC adviser records

Quincy Wells Advisors, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Quincy Wells Advisors, LLC office in California, by city and A to Z.

The short answer

3 registered advisors work at Quincy Wells Advisors, LLC in California, out of 31 nationwide; it's the firm's number 2 state by advisors, and the most are in Alpine (1). 0 list the CFP designation and 3 are also registered broker representatives.

Quincy Wells Advisors, LLC advisors by city in California

Every firm in California →

Alpine 1Oceanside 1San Francisco 1

Quincy Wells Advisors, LLC advisors in California, A to Z

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Quincy Wells Advisors, LLC advisors in every state →Quincy Wells Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Quincy Wells Advisors, LLC in other states

Illinois 20

Questions

How many Quincy Wells Advisors, LLC financial advisors are in California?

3 investment adviser representatives are registered at Quincy Wells Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 31 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Quincy Wells Advisors, LLC have the most advisors?

Alpine, with 1, then Oceanside (1). Quincy Wells Advisors, LLC has advisors in 3 cities in California.

How do I check a Quincy Wells 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 Quincy Wells Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.