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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bear, DE

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

7 registered advisors work in Bear; the most are at Wells Fargo Clearing Services, LLC (2). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Bear

FirmAdvisors in Bear
Wells Fargo Clearing Services, LLC news2
Centaurus Financial, Inc.1
Charles Schwab & Co., Inc. news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1

Advisors in Bear, A to Z

Search all of Delaware →

Other cities in Delaware

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Wilmington 447Newark 164Greenville 120Rehoboth Beach 67Lewes 57Dover 49New Castle 25Hockessin 23Middletown 19Millsboro 16Georgetown 11Bethany Beach 10Rockland 9Milford 7Selbyville 7Ocean View 6Seaford 6

Questions

How many financial advisors are in Bear, DE?

7 investment adviser representatives are registered at firm offices in Bear, Delaware, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bear?

Wells Fargo Clearing Services, LLC, with 2 registered advisors in Bear, followed by Centaurus Financial, Inc. with 1.

How do I check a financial advisor in Bear?

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.