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Financial ADVSR advisor directory · SEC adviser records

Salem Partners Wealth Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Salem Partners Wealth Management, LLC office in California, by city and A to Z.

The short answer

4 registered advisors work at Salem Partners Wealth Management, LLC in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (4). 0 list the CFP designation and 3 are also registered broker representatives.

Salem Partners Wealth Management, LLC advisors by city in California

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Los Angeles 4

Salem Partners Wealth Management, LLC advisors in California, A to Z

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Salem Partners Wealth Management, LLC advisors in every state →Salem Partners Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Salem Partners Wealth Management, LLC financial advisors are in California?

4 investment adviser representatives are registered at Salem Partners Wealth Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Salem Partners Wealth Management, LLC have the most advisors?

Los Angeles, with 4. Salem Partners Wealth Management, LLC has advisors in 1 city in California.

How do I check a Salem Partners Wealth 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 Salem Partners Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.