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Financial ADVSR advisor directory · SEC adviser records

Ima Advisory Services, Inc. financial advisors in Vermont

Every SEC-registered investment adviser representative at a Ima Advisory Services, Inc. office in Vermont, by city and A to Z.

4 registered advisors work at Ima Advisory Services, Inc. in Vermont, out of 44 nationwide; it's the firm's number 3 state by advisors, and the most are in Brattleboro (2). 0 list the CFP designation and 0 are also registered broker representatives.

Ima Advisory Services, Inc. advisors by city in Vermont

Every firm in Vermont →

Brattleboro 2White River Junction 2

Ima Advisory Services, Inc. advisors in Vermont, A to Z

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

Ima Advisory Services, Inc. in other states

Colorado 27Kansas 7

Questions

How many Ima Advisory Services, Inc. financial advisors are in Vermont?

4 investment adviser representatives are registered at Ima Advisory Services, Inc. offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 44 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Vermont does Ima Advisory Services, Inc. have the most advisors?

Brattleboro, with 2, then White River Junction (2). Ima Advisory Services, Inc. has advisors in 2 cities in Vermont.

How do I check a Ima Advisory Services, Inc. advisor in Vermont?

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 Ima Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.