Financial ADVSR advisor directory · SEC adviser records
Root Financial Partners financial advisors in California
Every SEC-registered investment adviser representative at a Root Financial Partners office in California, by city and A to Z.
5 registered advisors work at Root Financial Partners in California, out of 56 nationwide; it's the firm's number 3 state by advisors, and the most are in Los Angeles (2). 3 list the CFP designation and 0 are also registered broker representatives.
Root Financial Partners advisors by city in California
Every firm in California →Root Financial Partners advisors in California, A to Z
Search by name →- Jennifer R. AkhlaghiLos Angeles · Certified Financial Planner
- Erika LopezSan Diego
- Monica K. MejiaCameron Park, · Certified Financial Planner, Chartered Financial Consultant
- Steven C. MurphyWhittier · Certified Financial Planner
- Gabrielle L. RosserLos Angeles
Root Financial Partners advisors in every state →Root Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Root Financial Partners in other states
Questions
How many Root Financial Partners financial advisors are in California?
5 investment adviser representatives are registered at Root Financial Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 56 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Root Financial Partners have the most advisors?
Los Angeles, with 2, then Cameron Park, (1). Root Financial Partners has advisors in 4 cities in California.
How do I check a Root Financial 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 Root Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.