Financial ADVSR advisor directory · SEC adviser records
Three Oaks Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Three Oaks Wealth office in California, by city and A to Z.
3 registered advisors work at Three Oaks Wealth in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Gold River (2). 1 list the CFP designation and 0 are also registered broker representatives.
Three Oaks Wealth advisors by city in California
Every firm in California →Three Oaks Wealth advisors in California, A to Z
Search by name →- Karmjit BathTurlock
- Grant S. BledsoeGold River · Certified Financial Planner, Chartered Financial Analyst
- Bethany D. ElyGold River
Three Oaks Wealth advisors in every state →Three Oaks Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Three Oaks Wealth financial advisors are in California?
3 investment adviser representatives are registered at Three Oaks Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Three Oaks Wealth have the most advisors?
Gold River, with 2, then Turlock (1). Three Oaks Wealth has advisors in 2 cities in California.
How do I check a Three Oaks 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 Three Oaks Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.