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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Soldotna, AK

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

8 registered advisors work in Soldotna; the most are at Edward Jones (6). 4 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Soldotna

FirmAdvisors in Soldotna
Edward Jones news6
Cetera Investment Advisers LLC news1
State Farm Investment Management Corp.1

Advisors in Soldotna, A to Z

CFP advisors in Soldotna →

Other cities in Alaska

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Anchorage 232Fairbanks 32Wasilla 27Juneau 18Eagle River 12Palmer 8Homer 7Kenai 7Ketchikan 5Sitka 5

Questions

How many financial advisors are in Soldotna, AK?

8 investment adviser representatives are registered at firm offices in Soldotna, Alaska, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Soldotna?

Edward Jones, with 6 registered advisors in Soldotna, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Soldotna?

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.