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Financial ADVSR advisor directory · SEC adviser records

Consolidated Financial financial advisors in Ohio

Every SEC-registered investment adviser representative at a Consolidated Financial office in Ohio, by city and A to Z.

The short answer

4 registered advisors work at Consolidated Financial in Ohio, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Dublin (3). 3 list the CFP designation and 0 are also registered broker representatives.

Consolidated Financial advisors by city in Ohio

Every firm in Ohio →

Dublin 3Gallipolis 1

Consolidated Financial advisors in Ohio, A to Z

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Consolidated Financial advisors in every state →Consolidated Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Consolidated Financial financial advisors are in Ohio?

4 investment adviser representatives are registered at Consolidated Financial offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Consolidated Financial have the most advisors?

Dublin, with 3, then Gallipolis (1). Consolidated Financial has advisors in 2 cities in Ohio.

How do I check a Consolidated Financial 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 Consolidated Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.