Financial ADVSR advisor directory · SEC adviser records
Rb Capital Management, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Rb Capital Management, LLC office in California, by city and A to Z.
The short answer
8 registered advisors work at Rb Capital Management, LLC in California, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in Burlingame (2). 1 list the CFP designation and 3 are also registered broker representatives.
Rb Capital Management, LLC advisors by city in California
Every firm in California →Burlingame 2Walnut Creek 2Fresno 1Laguna Woods 1Morro Bay 1Windsor 1
Rb Capital Management, LLC advisors in California, A to Z
Search by name →- Carl H. DemartiniLaguna Woods
- Gary S. DemeraBurlingame
- Craig C. FriedersWalnut Creek
- John E. MartyBurlingame
- John G. MullenWalnut Creek
- Steven A. OcheltreeMorro Bay
- Justin M. SloanWindsor · Certified Financial Planner, Chartered Financial Analyst
- Shawn D. YoungFresno
Rb Capital Management, LLC advisors in every state →Rb Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Rb Capital Management, LLC financial advisors are in California?
8 investment adviser representatives are registered at Rb Capital Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Where in California does Rb Capital Management, LLC have the most advisors?
Burlingame, with 2, then Walnut Creek (2). Rb Capital Management, LLC has advisors in 6 cities in California.
How do I check a Rb Capital Management, 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 Rb Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.