Financial ADVSR advisor directory · SEC adviser records
Sovran Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Sovran Advisors, LLC office in California, by city and A to Z.
62 registered advisors work at Sovran Advisors, LLC in California, out of 63 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (43). 19 list the CFP designation and 48 are also registered broker representatives.
Sovran Advisors, LLC advisors by city in California
Every firm in California →San Diego 43Pasadena 10Costa Mesa 5Woodland Hills 2Petaluma 1Rancho Cucamonga 1
Sovran Advisors, LLC advisors in California, A to Z
Search by name →- Trenton G. AdamsSan Diego · Certified Financial Planner
- Russell B. AlbrightPetaluma
- Joel R. AlmquistSan Diego
- Edmundo C. AlvaradoPasadena
- Andrew P. BakerSan Diego
- Ashten R. BarberSan Diego
- Paul D. BarnumSan Diego
- Brian M. BrennanSan Diego · Certified Financial Planner
- Joseph S. BrocatoSan Diego
- Michael E. CadisSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Katy ChaiSan Diego
- David M. CoenCosta Mesa
- Erica CordovaSan Diego · Certified Financial Planner
- Charlie DeaverPasadena
- Phillip C. Di RoccoSan Diego
- Daniel E. DodgenSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Andrew EvansSan Diego · Certified Financial Planner
- Jaye C. FergusonRancho Cucamonga
- Eric G. FinkeSan Diego
- Katherine B. FloresSan Diego
- Julie J. FoongPasadena
- William A. FrankensteinSan Diego · Certified Financial Planner
- Justin C. GaliettiSan Diego
- Richard R. GlassSan Diego
- Daniel J. HeidelbergerSan Diego · Certified Financial Planner
- Kaleigh R. HollanderSan Diego
- Lawrence B. HudsonSan Diego
- Carl H. Jackson Jr.San Diego
- Samantha Jackson-KittleSan Diego
- Edgar J. Jimenez MoraSan Diego
- Perry J. Johnson IIIPasadena · Certified Financial Planner
- James S. Jones IIISan Diego
- Paul R. JustinSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. KilrainSan Diego
- Danilo KimSan Diego · Certified Financial Planner
- Anthony A. KricklSan Diego
- William J. LafleurSan Diego
- Claudia Y. LinPasadena · Certified Financial Planner
- Jeremy S. MartinsonSan Diego · Certified Financial Planner
- Murphy MegonigalCosta Mesa
- Eric MeisterCosta Mesa
- Shannon R. NeimeyerSan Diego · Certified Financial Planner
- Margery A. NeisCosta Mesa · Certified Financial Planner
- William J. OconnellSan Diego
- Edward ParkerSan Diego
- Mark W. PearcySan Diego · Chartered Financial Consultant
- Royceton S. PinderSan Diego
- Tony RaygozaPasadena
- Richard ReithSan Diego
- Zareh K. ShahinianSan Diego · Certified Financial Planner
- Akhilesh SinhaSan Diego · Certified Financial Planner
- Robert A. SmithSan Diego · Chartered Financial Consultant
- Kirk SnyderCosta Mesa · Chartered Financial Analyst
- Bernd E. SteinebrunnerSan Diego · Certified Financial Planner
- Kathleen A. StovelPasadena
- Raphy TimourPasadena
- Alfonso L. ValdezWoodland Hills
- Daniel S. VoytkoPasadena
- Timothy J. VoytkoSan Diego
- Robert L. Wheatley Jr.Woodland Hills · Certified Financial Planner
- Tiffany M. YeePasadena
- Brian R. YoungSan Diego
Sovran Advisors, LLC advisors in every state →Sovran Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Sovran Advisors, LLC financial advisors are in California?
62 investment adviser representatives are registered at Sovran Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 63 at the firm nationwide. 19 list the CFP designation and 48 are also registered as broker representatives.
Where in California does Sovran Advisors, LLC have the most advisors?
San Diego, with 43, then Pasadena (10). Sovran Advisors, LLC has advisors in 6 cities in California.
How do I check a Sovran Advisors, 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 Sovran Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.