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Financial ADVSR advisor directory · SEC adviser records

Royal Oak Financial Group financial advisors in Ohio

Every SEC-registered investment adviser representative at a Royal Oak Financial Group office in Ohio, by city and A to Z.

The short answer

3 registered advisors work at Royal Oak Financial Group in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Worthington (3). 1 list the CFP designation and 0 are also registered broker representatives.

Royal Oak Financial Group advisors by city in Ohio

Every firm in Ohio →

Worthington 3

Royal Oak Financial Group advisors in Ohio, A to Z

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Royal Oak Financial Group advisors in every state →Royal Oak Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Royal Oak Financial Group financial advisors are in Ohio?

3 investment adviser representatives are registered at Royal Oak Financial Group offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Royal Oak Financial Group have the most advisors?

Worthington, with 3. Royal Oak Financial Group has advisors in 1 city in Ohio.

How do I check a Royal Oak Financial Group 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 Royal Oak Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.