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Financial ADVSR advisor directory · SEC adviser records

Willow financial advisors in Rogers, AR

Every SEC-registered investment adviser representative at a Willow office in Rogers, A to Z.

4 registered advisors work at Willow in Rogers, out of 4 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Willow advisors in Rogers, A to Z

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

Other firms in Rogers

All Rogers advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Arvest Wealth Management 9Mach-1 Financial Group, LLC 8Wells Fargo Clearing Services, LLC 8Edward Jones 7Stephens 7LPL Financial LLC 6State Farm Investment Management Corp. 6Waterloo Capital 6Cetera Investment Advisers LLC 5Hexagon Capital Partners, LLC 5Legacy Capital Wealth Partners, LLC 5

Questions

How many financial advisors does Willow have in Rogers?

4 investment adviser representatives are registered at Willow offices in Rogers, Arkansas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Willow one of the largest advisor employers in Rogers?

Willow ranks number 15 in Rogers by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 10.

How do I check a Willow advisor in Rogers?

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 Willow 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.