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Financial ADVSR advisor directory · SEC adviser records

Marble Wealth, LLC financial advisors in Montgomery, AL

Every SEC-registered investment adviser representative at a Marble Wealth, LLC office in Montgomery, A to Z.

5 registered advisors work at Marble Wealth, LLC in Montgomery, out of 5 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Marble Wealth, LLC advisors in Montgomery, A to Z

Every Marble Wealth, LLC advisor →

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

Other firms in Montgomery

All Montgomery advisors →

Stifel, Nicolaus & Company, Incorporated 25Morgan Stanley 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 11Jackson Thornton Wealth Management, LLC 7Raymond James Financial Services Advisors, Inc. 7UBS Financial Services Inc. 6Wells Fargo Advisors Financial Network, LLC 6Captrust 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5Waverly Advisors, LLC 5

Questions

How many financial advisors does Marble Wealth, LLC have in Montgomery?

5 investment adviser representatives are registered at Marble Wealth, LLC offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Is Marble Wealth, LLC one of the largest advisor employers in Montgomery?

Marble Wealth, LLC ranks number 10 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 25.

How do I check a Marble Wealth, LLC advisor in Montgomery?

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 Marble Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.