Financial ADVSR advisor directory · SEC adviser records
Balance Wealth financial advisors in Ohio
Every SEC-registered investment adviser representative at a Balance Wealth office in Ohio, by city and A to Z.
8 registered advisors work at Balance Wealth in Ohio, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Worthington (6). 2 list the CFP designation and 0 are also registered broker representatives.
Balance Wealth advisors by city in Ohio
Every firm in Ohio →Balance Wealth advisors in Ohio, A to Z
Search by name →- Shaun T. CarneyWorthington · Certified Financial Planner
- Robert J. GavlakWorthington · Certified Financial Planner
- Nicholas C. GookinWorthington
- Nora C. LamendolaWorthington
- David L. MarlinSpringfield
- Timothy J. PowerWorthington
- Tyler P. PurcellLiberty Township
- Larry E. ThompsonWorthington
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Questions
How many Balance Wealth financial advisors are in Ohio?
8 investment adviser representatives are registered at Balance Wealth offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Balance Wealth have the most advisors?
Worthington, with 6, then Liberty Township (1). Balance Wealth has advisors in 3 cities in Ohio.
How do I check a Balance Wealth advisor in Ohio?
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 Balance Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.