Financial ADVSR advisor directory · SEC adviser records
Royal Oak Financial Group financial advisors
Every SEC-registered investment adviser representative at Royal Oak Financial Group, by the state and city of the office they work from.
The short answer
3 registered advisors work at Royal Oak Financial Group, in 1 state and 1 city; the most are in Worthington, OH (3). 1 list the CFP designation and 0 are also registered broker representatives.
Search every Royal Oak Financial Group advisor by name →Who joined and left Royal Oak Financial Group →Royal Oak Financial Group: assets, clients and custodians →
Cities with the most Royal Oak Financial Group advisors
Royal Oak Financial Group advisors by state
Questions
How many financial advisors does Royal Oak Financial Group have?
3 investment adviser representatives are registered with Royal Oak Financial Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does Royal Oak Financial Group have the most advisors?
Worthington, OH, with 3 registered advisors. By state, Ohio has the most, with 3.
How do I find a Royal Oak Financial Group financial advisor near me?
Pick your state below, then your city, to see every Royal Oak Financial Group advisor registered at an office there. Each one 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. An advisor registered at Royal Oak Financial Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →