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Financial ADVSR advisor directory · SEC adviser records

Valley Wealth Strategies, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Valley Wealth Strategies, LLC office in California, by city and A to Z.

The short answer

18 registered advisors work at Valley Wealth Strategies, LLC in California, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Lodi (4). 5 list the CFP designation and 18 are also registered broker representatives.

Valley Wealth Strategies, LLC advisors by city in California

Every firm in California →

Lodi 4Redwood City 3Lake Forest 2Walnut Creek 2Brawley 1Newport Beach 1Placentia 1Santa Monica 1Sonora 1Sunnyvale 1Ventura 1

Valley Wealth Strategies, LLC advisors in California, A to Z

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Valley Wealth Strategies, LLC advisors in every state →Valley Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Valley Wealth Strategies, LLC financial advisors are in California?

18 investment adviser representatives are registered at Valley Wealth Strategies, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 5 list the CFP designation and 18 are also registered as broker representatives.

Where in California does Valley Wealth Strategies, LLC have the most advisors?

Lodi, with 4, then Redwood City (3). Valley Wealth Strategies, LLC has advisors in 11 cities in California.

How do I check a Valley Wealth Strategies, 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 Valley Wealth Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.