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Financial ADVSR advisor directory · SEC adviser records

Svl Investment Management financial advisors in California

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

The short answer

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

Svl Investment Management advisors by city in California

Every firm in California →

Placentia 3Artesia 1

Svl Investment Management advisors in California, A to Z

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Svl Investment Management advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many Svl Investment Management financial advisors are in California?

4 investment adviser representatives are registered at Svl Investment Management 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 0 are also registered as broker representatives.

Where in California does Svl Investment Management have the most advisors?

Placentia, with 3, then Artesia (1). Svl Investment Management has advisors in 2 cities in California.

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