Financial ADVSR advisor directory · SEC adviser records
Tritonpoint Partners, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Tritonpoint Partners, LLC office in California, by city and A to Z.
The short answer
4 registered advisors work at Tritonpoint Partners, LLC in California, out of 10 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (3). 3 list the CFP designation and 2 are also registered broker representatives.
Tritonpoint Partners, LLC advisors by city in California
Every firm in California →Tritonpoint Partners, LLC advisors in California, A to Z
Search by name →- Megan L. HaydenSan Diego · Certified Financial Planner
- Meredith A. McCallSan Diego
- Gregory T. PowersSan Diego · Certified Financial Planner, Chartered Financial Consultant
- Carlos A. SanchezHuntington Beach · Certified Financial Planner
Tritonpoint Partners, LLC advisors in every state →Tritonpoint Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tritonpoint Partners, LLC in other states
Questions
How many Tritonpoint Partners, LLC financial advisors are in California?
4 investment adviser representatives are registered at Tritonpoint Partners, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.
Where in California does Tritonpoint Partners, LLC have the most advisors?
San Diego, with 3, then Huntington Beach (1). Tritonpoint Partners, LLC has advisors in 2 cities in California.
How do I check a Tritonpoint Partners, 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 Tritonpoint Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.