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Financial ADVSR advisor directory · SEC adviser records

Ptma Investment Advisors financial advisors in Illinois

Every SEC-registered investment adviser representative at a Ptma Investment Advisors office in Illinois, by city and A to Z.

The short answer

16 registered advisors work at Ptma Investment Advisors in Illinois, out of 22 nationwide; it's the firm's number 1 state by advisors, and the most are in Naperville (16). 0 list the CFP designation and 16 are also registered broker representatives.

Ptma Investment Advisors advisors by city in Illinois

Every firm in Illinois →

Naperville 16

Ptma Investment Advisors advisors in Illinois, A to Z

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Ptma Investment Advisors advisors in every state →Ptma Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ptma Investment Advisors in other states

Minnesota 4

Questions

How many Ptma Investment Advisors financial advisors are in Illinois?

16 investment adviser representatives are registered at Ptma Investment Advisors offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 22 at the firm nationwide. 0 list the CFP designation and 16 are also registered as broker representatives.

Where in Illinois does Ptma Investment Advisors have the most advisors?

Naperville, with 16. Ptma Investment Advisors has advisors in 1 city in Illinois.

How do I check a Ptma Investment Advisors advisor in Illinois?

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 Ptma Investment Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.