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Financial ADVSR advisor directory · SEC adviser records

Egi Financial, Inc. financial advisors in Ohio

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

The short answer

9 registered advisors work at Egi Financial, Inc. in Ohio, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Akron (9). 1 list the CFP designation and 8 are also registered broker representatives.

Egi Financial, Inc. advisors by city in Ohio

Every firm in Ohio →

Akron 9

Egi Financial, Inc. advisors in Ohio, A to Z

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

Questions

How many Egi Financial, Inc. financial advisors are in Ohio?

9 investment adviser representatives are registered at Egi Financial, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Where in Ohio does Egi Financial, Inc. have the most advisors?

Akron, with 9. Egi Financial, Inc. has advisors in 1 city in Ohio.

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