OCBJ Book of Lists

2024 Book of List Now Available!!!

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The 2024 Book of Lists package comprises:

  • A printed version of our 2024 Book of Lists
  • A downloadable folder containing spreadsheets for all 47 lists
  • A one-year digital subscription
    • Purchasers with existing subscriptions will have an additional year added to their current subscription.

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on the Subscribers’ List Page: (download pdf here)

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Product Details

Financial Advisers/Brokers

A list of the top 24 financial advisers in Orange County, ranked by number of OC registered representatives. Originally published on May 31, 2021.

Product Records Price Cart
FINANCIAL ADVISERS/BROKERS
file download. (Top 24 records)		 24 $25.00 Add to
my cart

Fields included in the FINANCIAL ADVISERS/BROKERS product:

NOTE: Some records may not contain data for every field listed below.

  • Company
  • Address
  • City
  • Postal Code
  • Website
  • Email
  • OC registered representatives
  • yearly % change
  • OC employees
  • yearly % change
  • OC offices
  • Company- wide offices
  • Stock brokering
  • Annuities
  • Money management
  • Insurance
  • Investment banking
  • Underwriting
  • Headquarters
  • Phone/fax
  • Fax
  • Parent company: (Parent company)
  • Top local official(s): (Top local official(s), Middle, Last name, Title)
FINANCIAL ADVISERS/BROKERS (PDF)
PDF file download. 		24 $10.00 Add to
my cart

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