Financial ADVSR advisor directory · SEC adviser records
Cx Institutional, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Cx Institutional, LLC office in Ohio, by city and A to Z.
5 registered advisors work at Cx Institutional, LLC in Ohio, out of 72 nationwide; it's the firm's number 4 state by advisors, and the most are in Blue Ash (3). 3 list the CFP designation and 0 are also registered broker representatives.
Cx Institutional, LLC advisors by city in Ohio
Every firm in Ohio →Cx Institutional, LLC advisors in Ohio, A to Z
Search by name →- Chad A. BaxterBlue Ash · Certified Financial Planner, Chartered Financial Consultant
- Joshua B. FeldCincinnati
- Cameron J. MagoonCincinnati
- Aubrey H. RameyBlue Ash · Certified Financial Planner
- Jacob J. WalkerBlue Ash · Certified Financial Planner
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Cx Institutional, LLC in other states
Questions
How many Cx Institutional, LLC financial advisors are in Ohio?
5 investment adviser representatives are registered at Cx Institutional, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 72 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Cx Institutional, LLC have the most advisors?
Blue Ash, with 3, then Cincinnati (2). Cx Institutional, LLC has advisors in 2 cities in Ohio.
How do I check a Cx Institutional, LLC 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 Cx Institutional, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.