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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Breckenridge, CO

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

14 registered advisors work in Breckenridge; the most are at Edward Jones (3). 2 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Breckenridge

FirmAdvisors in Breckenridge
Edward Jones news3
Morgan Stanley news2
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Gladstone Financial LLC1
Ima Advisory Services, Inc.1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Pierce Wealth Partners, Inc.1
Wells Fargo Advisors Financial Network, LLC news1
Zidel Financial Inc.1

Advisors in Breckenridge, A to Z

CFP advisors in Breckenridge →

Other cities in Colorado

All of Colorado →

Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Boulder 436Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65

Questions

How many financial advisors are in Breckenridge, CO?

14 investment adviser representatives are registered at firm offices in Breckenridge, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Breckenridge?

Edward Jones, with 3 registered advisors in Breckenridge, followed by Morgan Stanley with 2.

How do I check a financial advisor in Breckenridge?

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.