Financial ADVSR advisor directory · SEC adviser records
The Mather Group, LLC financial advisors in California
Every SEC-registered investment adviser representative at a The Mather Group, LLC office in California, by city and A to Z.
The short answer
8 registered advisors work at The Mather Group, LLC in California, out of 106 nationwide; it's the firm's number 3 state by advisors, and the most are in Napa (5). 4 list the CFP designation and 0 are also registered broker representatives.
The Mather Group, LLC advisors by city in California
Every firm in California →The Mather Group, LLC advisors in California, A to Z
Search by name →- Timothy L. AylesNapa
- Robert J. BlanusaNapa
- Karla J. McAvoyLafayette · Certified Financial Planner
- George P. McCuenNapa · Certified Financial Planner
- Patrick A. McCuenNapa
- Luis RoblesLafayette · Certified Financial Planner
- Christopher G. SnyderLafayette
- Tonya WestNapa · Certified Financial Planner
The Mather Group, LLC advisors in every state →The Mather Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Mather Group, LLC in other states
Questions
How many The Mather Group, LLC financial advisors are in California?
8 investment adviser representatives are registered at The Mather Group, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 106 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in California does The Mather Group, LLC have the most advisors?
Napa, with 5, then Lafayette (4). The Mather Group, LLC has advisors in 2 cities in California.
How do I check a The Mather Group, 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 The Mather Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.