Financial advisers in Los Altos, California
7 profiles with reported offices in Los Altos, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Howard SmithManaging Member, President, Chief Compliance OfficerChanging ParametersCRD 2097495
- Kanaka Szabo-CummingsMember and Chief Compliance OfficerGates Pass AdvisorsCRD 2354565
- Imran ThanviOwner & Chief Compliance OfficerTotal Wealth SolutionsCRD 3052653
- Kristen WorthInvestment adviser representativeFlywheel Private WealthCRD 4669722
Robert LymanShareholder, President, Director & Chief Compliance OfficerJohnson LymanCRD 4697601- Brandon SmithChief Compliance Officer, TrusteeFlywheel Private WealthCRD 5053905
- Nicholas WinsteadInvestment adviser representativeChanging ParametersCRD 7353567
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.