DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Sovran Advisors, LLC

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Bernd Egon Steinebrunner
Certified Financial Planner · dual registrant
Sovran Advisors, LLC independent RIACosta Mesa, Ca Feb 23, 202420 y41
Kathleen Ann Stovel
Sovran Advisors, LLC independent RIAPasadena, CaDec 20, 202435 y31
Raphy Timour
Sovran Advisors, LLC independent RIAPasadena, CaOct 22, 202423 y01
A•••••• L•• V•••••
dual registrant
S••••• A•••••••• L•• independent RIAWoodland Hills, CaSep 25, 202422 y11
D••••• N• V•• D•••
Chartered Financial Consultant · dual registrant
S••••• A•••••••• L•• independent RIASan Diego, CaFeb 23, 202426 y32
D••••• S••• V•••••
dual registrant
S••••• A•••••••• L•• independent RIAPasadena, CaMar 25, 202614 y01
T•••••• J••• V•••••
dual registrant
S••••• A•••••••• L•• independent RIASan Diego, Ca Feb 23, 202438 y22
R••••• L••••••• W•••••••
Certified Financial Planner · dual registrant
S••••• A•••••••• L•• independent RIAWoodland Hills, CaSep 24, 202431 y32
P••••• Y•••••
Certified Financial Planner · dual registrant
S••••• A•••••••• L•• independent RIAPasadena, Ca Feb 23, 202410 y22
T•••••• M• Y••
dual registrant
S••••• A•••••••• L•• independent RIAPasadena, CaMar 17, 202519 y22
B•••• R• Y••••
dual registrant
S••••• A•••••••• L•• independent RIASan Diego, Ca Mar 5, 202416 y31

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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61 advisors match.