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Financial ADVSR advisor directory · SEC adviser records

Civitas Financial LLC financial advisors

Every SEC-registered investment adviser representative at Civitas Financial LLC, by the state and city of the office they work from.

The short answer

6 registered advisors work at Civitas Financial LLC, in 3 states and 4 cities; the most are in Indianapolis, IN (3). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Civitas Financial LLC advisor by name →Who joined and left Civitas Financial LLC →

Cities with the most Civitas Financial LLC advisors

Indianapolis, IN 3Okemos, MI 1Raleigh, NC 1Terre Haute, IN 1

Civitas Financial LLC advisors by state

Civitas Financial LLC in Indiana 4

Indianapolis 3Terre Haute 1

Civitas Financial LLC in Michigan 1

Okemos 1

Civitas Financial LLC in North Carolina 1

Raleigh 1

Questions

How many financial advisors does Civitas Financial LLC have?

6 investment adviser representatives are registered with Civitas Financial LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Civitas Financial LLC have the most advisors?

Indianapolis, IN, with 3 registered advisors, then Okemos, MI (1). By state, Indiana has the most, with 4.

How do I find a Civitas Financial LLC financial advisor near me?

Pick your state below, then your city, to see every Civitas Financial LLC advisor registered at an office there. Each one 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. An advisor registered at Civitas Financial LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →