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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Georgetown, DE

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

8 registered advisors work in Georgetown; the most are at LPL Financial LLC (4). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Georgetown

FirmAdvisors in Georgetown
LPL Financial LLC news4
Ballast Financial Advisors, LLC1
Cetera Investment Advisers LLC news1
Edward Jones news1
Principal Securities, Inc.1

Advisors in Georgetown, 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 16Bethany Beach 10Rockland 9Milford 7Selbyville 7Bear 6Ocean View 6Seaford 6

Questions

How many financial advisors are in Georgetown, DE?

8 investment adviser representatives are registered at firm offices in Georgetown, 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 Georgetown?

LPL Financial LLC, with 4 registered advisors in Georgetown, followed by Ballast Financial Advisors, LLC with 1.

How do I check a financial advisor in Georgetown?

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.