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Financial ADVSR advisor directory · SEC adviser records

Windmark Investment Partners, Inc. financial advisors in Wilmington, DE

Every SEC-registered investment adviser representative at a Windmark Investment Partners, Inc. office in Wilmington, A to Z.

The short answer

5 registered advisors work at Windmark Investment Partners, Inc. in Wilmington, out of 6 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Windmark Investment Partners, Inc. advisors in Wilmington, A to Z

Every Windmark Investment Partners, Inc. advisor →

Windmark Investment Partners, Inc. advisors in every city and state →Windmark Investment Partners, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Windmark Investment Partners, Inc. advisors in other cities

Wheaton, IL 1

Other firms in Wilmington

All Wilmington advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Ameriprise Financial Services, LLC 45Realta Investment Advisors, Inc. 29LPL Financial LLC 23Florida Financial Advisors, LLC 21Wells Fargo Advisors Financial Network, LLC 19Diversified, LLC 11Raymond James Financial Services Advisors, Inc. 11PNC Wealth Management LLC 10Riversedge Advisors 10Cetera Investment Advisers LLC 9Osaic Wealth, Inc. 8

Questions

How many financial advisors does Windmark Investment Partners, Inc. have in Wilmington?

5 investment adviser representatives are registered at Windmark Investment Partners, Inc. offices in Wilmington, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Windmark Investment Partners, Inc. one of the largest advisor employers in Wilmington?

Windmark Investment Partners, Inc. ranks number 26 in Wilmington by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.

How do I check a Windmark Investment Partners, Inc. advisor in Wilmington?

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 Windmark Investment Partners, Inc. 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.