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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Evergreen, CO

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

The short answer

30 registered advisors work in Evergreen; the most are at LPL Financial LLC (4). 3 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Evergreen

FirmAdvisors in Evergreen
LPL Financial LLC news4
Edward Jones news3
Raymond James Financial Services Advisors, Inc. news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Savvy2
Ameritas Advisory Services, LLC1
Apollon Wealth Management, LLC1
Dominion Portfolio Management, Inc.1
Empower Advisory Group, LLC1
Fossel Capital Management LLC1
Manning Financial Advisors1
Morgan Stanley news1
Osaic Wealth, Inc. news1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1
U.S. Bancorp Advisors, LLC1
Valmark Advisers, Inc.1
Watson Capital Management, Inc.1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Evergreen, A to Z

CFP advisors in Evergreen →

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 Evergreen, CO?

30 investment adviser representatives are registered at firm offices in Evergreen, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Evergreen?

LPL Financial LLC, with 4 registered advisors in Evergreen, followed by Edward Jones with 3.

How do I check a financial advisor in Evergreen?

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.