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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in California

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

14 registered advisors work at Simplicity Wealth in California, out of 228 nationwide; it's the firm's number 3 state by advisors, and the most are in San Diego (6). 1 list the CFP designation and 3 are also registered broker representatives.

Simplicity Wealth advisors by city in California

Every firm in California →

San Diego 6Carlsbad 1Encino 1Irvine 1La Verne 1Manhattan Beach 1Pleasanton 1Santa Ana 1Santa Clarita 1

Simplicity Wealth advisors in California, A to Z

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Simplicity Wealth advisors in every state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simplicity Wealth in other states

New Jersey 112Colorado 17Texas 10Illinois 8Florida 7Arizona 6Minnesota 5Pennsylvania 5Louisiana 4Michigan 4Washington 4Alabama 3Kansas 3Massachusetts 3Ohio 3

Questions

How many Simplicity Wealth financial advisors are in California?

14 investment adviser representatives are registered at Simplicity Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 228 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Simplicity Wealth have the most advisors?

San Diego, with 6, then Carlsbad (1). Simplicity Wealth has advisors in 9 cities in California.

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