Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Greenville, DE
Every SEC-registered investment adviser representative at a Creative Planning office in Greenville, A to Z.
4 registered advisors work at Creative Planning in Greenville, out of 1,081 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Greenville, A to Z
Every Creative Planning advisor →- Christopher W. DanielsChartered Financial Analyst
- Christopher F. DanielsChartered Financial Consultant
- Thomas J. DanielsCertified Financial Planner
- Andrew J. HessCertified Financial Planner
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5
Other firms in Greenville
All Greenville advisors →Morgan Stanley 42Strategic Advisers LLC 17Janney Montgomery Scott LLC 15UBS Financial Services Inc. 8Wells Fargo Advisors Financial Network, LLC 8Raymond James & Associates, Inc. 4Investment Management & Planning LLC 3Stifel, Nicolaus & Company, Incorporated 3
Questions
How many financial advisors does Creative Planning have in Greenville?
4 investment adviser representatives are registered at Creative Planning offices in Greenville, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Greenville?
Creative Planning ranks number 6 in Greenville by registered advisors; Morgan Stanley has the most, with 42.
How do I check a Creative Planning advisor in Greenville?
Each advisor below links to a profile with their registrations, exams, designations 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 Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.