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Financial ADVSR advisor directory · SEC adviser records

The Patriot Financial Group, LLC financial advisors in Nebraska

Every SEC-registered investment adviser representative at a The Patriot Financial Group, LLC office in Nebraska, by city and A to Z.

The short answer

4 registered advisors work at The Patriot Financial Group, LLC in Nebraska, out of 31 nationwide; it's the firm's number 2 state by advisors, and the most are in Lincoln (3). 0 list the CFP designation and 0 are also registered broker representatives.

The Patriot Financial Group, LLC advisors by city in Nebraska

Every firm in Nebraska →

Lincoln 3Omaha 2

The Patriot Financial Group, LLC advisors in Nebraska, A to Z

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

The Patriot Financial Group, LLC in other states

Massachusetts 18Connecticut 4

Questions

How many The Patriot Financial Group, LLC financial advisors are in Nebraska?

4 investment adviser representatives are registered at The Patriot Financial Group, LLC offices in Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 31 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Nebraska does The Patriot Financial Group, LLC have the most advisors?

Lincoln, with 3, then Omaha (2). The Patriot Financial Group, LLC has advisors in 2 cities in Nebraska.

How do I check a The Patriot Financial Group, LLC advisor in Nebraska?

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 The Patriot Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.