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Financial ADVSR advisor directory · SEC adviser records

Investment Management & Planning LLC financial advisors in Greenville, DE

Every SEC-registered investment adviser representative at a Investment Management & Planning LLC office in Greenville, A to Z.

The short answer

3 registered advisors work at Investment Management & Planning LLC in Greenville, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Investment Management & Planning LLC advisors in Greenville, A to Z

Every Investment Management & Planning LLC advisor →

Investment Management & Planning LLC advisors in every city and state →Investment Management & Planning LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Investment Management & Planning LLC advisors in other cities

Middletown, DE 1

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 8Creative Planning 4Raymond James & Associates, Inc. 4Stifel, Nicolaus & Company, Incorporated 3

Questions

How many financial advisors does Investment Management & Planning LLC have in Greenville?

3 investment adviser representatives are registered at Investment Management & Planning LLC offices in Greenville, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Investment Management & Planning LLC one of the largest advisor employers in Greenville?

Investment Management & Planning LLC ranks number 8 in Greenville by registered advisors; Morgan Stanley has the most, with 42.

How do I check a Investment Management & Planning LLC 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 Investment Management & Planning LLC 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.