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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Homer, AK

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

7 registered advisors work in Homer; the most are at Edward Jones (2). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Homer

FirmAdvisors in Homer
Edward Jones news2
Osaic Wealth, Inc. news2
Raymond James Financial Services Advisors, Inc. news1
Wells Fargo Clearing Services, LLC news1
Williams & Novak Wealth Management, LLC1

Advisors in Homer, A to Z

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Anchorage 264Fairbanks 30Wasilla 23Juneau 19Soldotna 10Eagle River 8Palmer 8Kenai 6Sitka 5

Questions

How many financial advisors are in Homer, AK?

7 investment adviser representatives are registered at firm offices in Homer, Alaska, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Homer?

Edward Jones, with 2 registered advisors in Homer, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Homer?

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.