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Financial ADVSR advisor directory · SEC adviser records

Family Legacy Planning financial advisors in Bentonville, AR

Every SEC-registered investment adviser representative at a Family Legacy Planning office in Bentonville, A to Z.

The short answer

3 registered advisors work at Family Legacy Planning in Bentonville, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Family Legacy Planning advisors in Bentonville, A to Z

Every Family Legacy Planning advisor →

Family Legacy Planning advisors in every city and state →Family Legacy Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bentonville

All Bentonville advisors →

Edward Jones 7Cetera Investment Advisers LLC 6LPL Enterprise, LLC 6Arvest Wealth Management 5LPL Financial LLC 5State Farm Investment Management Corp. 436 North Capital Management, LLC 3Private Advisor Group, LLC 3Raymond James Financial Services Advisors, Inc. 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does Family Legacy Planning have in Bentonville?

3 investment adviser representatives are registered at Family Legacy Planning offices in Bentonville, Arkansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Family Legacy Planning one of the largest advisor employers in Bentonville?

Family Legacy Planning ranks number 8 in Bentonville by registered advisors; Edward Jones has the most, with 7.

How do I check a Family Legacy Planning advisor in Bentonville?

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 Family Legacy Planning 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.