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Financial ADVSR advisor directory · SEC adviser records

Sovran Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Sovran Advisors, LLC, by the state and city of the office they work from.

69 registered advisors work at Sovran Advisors, LLC, in 2 states and 7 cities; the most are in San Diego, CA (45). 0 list the CFP designation and 55 are also registered broker representatives.

Cities with the most Sovran Advisors, LLC advisors

San Diego, CA 45Pasadena, CA 13Costa Mesa, CA 6Woodland Hills, CA 2Dallas, NC 1Petaluma, CA 1Rancho Cucamonga, CA 1

Sovran Advisors, LLC advisors by state

Questions

How many financial advisors does Sovran Advisors, LLC have?

69 investment adviser representatives are registered with Sovran Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 7 cities. 0 list the CFP designation and 55 are also registered as broker representatives.

Where does Sovran Advisors, LLC have the most advisors?

San Diego, CA, with 45 registered advisors, then Pasadena, CA (13). By state, California has the most, with 68.

How do I find a Sovran Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Sovran Advisors, LLC advisor registered at an office there. Each one 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. An advisor registered at Sovran Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →