Financial ADVSR advisor directory · SEC adviser records
Octavia Wealth Advisors LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Octavia Wealth Advisors LLC office in Ohio, by city and A to Z.
The short answer
19 registered advisors work at Octavia Wealth Advisors LLC in Ohio, out of 29 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (18). 9 list the CFP designation and 13 are also registered broker representatives.
Octavia Wealth Advisors LLC advisors by city in Ohio
Every firm in Ohio →Octavia Wealth Advisors LLC advisors in Ohio, A to Z
Search by name →- Mark J. BodnarCincinnati · Certified Financial Planner, Chartered Financial Consultant
- Susan M. FarlowCincinnati
- Jacob FlaspohlerCincinnati · Certified Financial Planner
- Nicholas V. GeraciCincinnati
- Anthony J. HannaCincinnati
- Charles R. KorgerCincinnati · Certified Financial Planner
- Bradley M. LauchCincinnati
- Dana P. McGrathCincinnati · Certified Financial Planner
- Susan M. McHughCincinnati
- Maxim I. MeyersCincinnati · Certified Financial Planner, Chartered Financial Consultant
- Glynnis ReinhartCincinnati
- Ryan C. SellarsCincinnati · Certified Financial Planner
- Andrew E. SeniCincinnati
- Justin A. SetzekornCincinnati · Certified Financial Planner
- Ashley D. SeyberthCincinnati
- Logan A. SnowCincinnati
- Marc E. WagnerCincinnati · Certified Financial Planner
- Nicholas D. WheelerCincinnati
- David L. YeazellCincinnati · Certified Financial Planner
Octavia Wealth Advisors LLC advisors in every state →Octavia Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Octavia Wealth Advisors LLC in other states
Questions
How many Octavia Wealth Advisors LLC financial advisors are in Ohio?
19 investment adviser representatives are registered at Octavia Wealth Advisors LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 29 at the firm nationwide. 9 list the CFP designation and 13 are also registered as broker representatives.
Where in Ohio does Octavia Wealth Advisors LLC have the most advisors?
Cincinnati, with 18. Octavia Wealth Advisors LLC has advisors in 1 city in Ohio.
How do I check a Octavia Wealth Advisors 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 Octavia Wealth Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.