Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bethany Beach, DE
Every SEC-registered investment adviser representative at a firm office in Bethany Beach, with the firms that employ the most of them.
8 registered advisors work in Bethany Beach; the most are at Axion Financial Group LLC (2). 2 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Bethany Beach
| Firm | Advisors in Bethany Beach |
|---|---|
| Axion Financial Group LLC | 2 |
| Alphacore Capital LLC | 1 |
| Back Bay Financial Planning & Investments | 1 |
| Edward Jones news | 1 |
| Loftus Wealth Strategies | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Bethany Beach, A to Z
CFP advisors in Bethany Beach →- Dawson J. BarvinchackStrategic Advisers LLC
- Robert S. Jeter IIBack Bay Financial Planning & Investments · Certified Financial Planner
- Antonios N. KypreosAxion Financial Group LLC
- Neoklis KypreosAxion Financial Group LLC
- Michael P. LoftusLoftus Wealth Strategies
- Jennifer ScottEdward Jones
- Edward G. SellaAlphacore Capital LLC · Certified Financial Planner, Personal Financial Specialist
- Richard N. SollowayRaymond James Financial Services Advisors, Inc.
Other cities in Delaware
All of Delaware →Wilmington 415Newark 162Greenville 111Rehoboth Beach 59Lewes 52Dover 44Hockessin 26Millsboro 19New Castle 18Middletown 17Rockland 9Georgetown 8Seaford 8Selbyville 8Bear 7Milford 6Ocean View 6Millville 5
Questions
How many financial advisors are in Bethany Beach, DE?
8 investment adviser representatives are registered at firm offices in Bethany Beach, Delaware, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Bethany Beach?
Axion Financial Group LLC, with 2 registered advisors in Bethany Beach, followed by Alphacore Capital LLC with 1.
How do I check a financial advisor in Bethany Beach?
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.