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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Opelika, AL

Every SEC-registered investment adviser representative at a firm office in Opelika, with the firms that employ the most of them.

The short answer

39 registered advisors work in Opelika; the most are at Morgan Stanley (8). 6 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Opelika

FirmAdvisors in Opelika
Morgan Stanley news8
LPL Financial LLC news5
Edward Jones news4
Valmark Advisers, Inc.3
Voya Financial Advisors, Inc.3
Ameriprise Financial Services, LLC news2
Avow Wealth Advisors, LLC2
Cetera Investment Advisers LLC news2
State Farm Investment Management Corp.2
Aja Financial LLC1
Brookstone Capital Management LLC1
Cambridge Investment Research Advisors, Inc. news1
Insignia Wealth Advisory1
Northwestern Mutual Investment Services, LLC1
PNC Wealth Management LLC1
Pfs Investments Inc.1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Opelika, A to Z

CFP advisors in Opelika →

Other cities in Alabama

All of Alabama →

Birmingham 1,170Huntsville 334Mobile 258Montgomery 164Tuscaloosa 119Fairhope 117Vestavia Hills 113Hoover 90Dothan 80Florence 70Homewood 63Decatur 50Auburn 48Daphne 48Madison 48Gadsden 38Vestavia 31Cullman 25Anniston 22Mountain Brook 22Gulf Shores 17Trussville 16Foley 15Guntersville 14

Questions

How many financial advisors are in Opelika, AL?

39 investment adviser representatives are registered at firm offices in Opelika, Alabama, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Opelika?

Morgan Stanley, with 8 registered advisors in Opelika, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Opelika?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.