Financial ADVSR advisor directory · SEC adviser records
Matson Money, Inc. financial advisors in Ohio
Every SEC-registered investment adviser representative at a Matson Money, Inc. office in Ohio, by city and A to Z.
3 registered advisors work at Matson Money, Inc. in Ohio, out of 11 nationwide; it's the firm's number 3 state by advisors, and the most are in Mason (3). 0 list the CFP designation and 0 are also registered broker representatives.
Matson Money, Inc. advisors by city in Ohio
Every firm in Ohio →Matson Money, Inc. advisors in Ohio, A to Z
Search by name →- Brian D. DebordMason
- Daniel J. ListMason
- Heather N. NelsonMason
Matson Money, Inc. advisors in every state →Matson Money, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Matson Money, Inc. in other states
Questions
How many Matson Money, Inc. financial advisors are in Ohio?
3 investment adviser representatives are registered at Matson Money, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Matson Money, Inc. have the most advisors?
Mason, with 3. Matson Money, Inc. has advisors in 1 city in Ohio.
How do I check a Matson Money, 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 Matson Money, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.