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Financial ADVSR advisor directory · SEC adviser records

Affinity Wealth Management LLC financial advisors in Delaware

Every SEC-registered investment adviser representative at a Affinity Wealth Management LLC office in Delaware, by city and A to Z.

7 registered advisors work at Affinity Wealth Management LLC in Delaware, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Wilmington (7). 5 list the CFP designation and 0 are also registered broker representatives.

Affinity Wealth Management LLC advisors by city in Delaware

Every firm in Delaware →

Wilmington 7

Affinity Wealth Management LLC advisors in Delaware, A to Z

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Questions

How many Affinity Wealth Management LLC financial advisors are in Delaware?

7 investment adviser representatives are registered at Affinity Wealth Management LLC offices in Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in Delaware does Affinity Wealth Management LLC have the most advisors?

Wilmington, with 7. Affinity Wealth Management LLC has advisors in 1 city in Delaware.

How do I check a Affinity Wealth Management LLC advisor in Delaware?

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 Affinity Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.