Financial ADVSR advisor directory · SEC adviser records
The Planner's Edge LLC financial advisors
Every SEC-registered investment adviser representative at The Planner's Edge LLC, by the state and city of the office they work from.
3 registered advisors work at The Planner's Edge LLC, in 1 state and 1 city; the most are in Mercer Island, WA (3). 1 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most The Planner's Edge LLC advisors
The Planner's Edge LLC advisors by state
Questions
How many financial advisors does The Planner's Edge LLC have?
3 investment adviser representatives are registered with The Planner's Edge LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does The Planner's Edge LLC have the most advisors?
Mercer Island, WA, with 3 registered advisors. By state, Washington has the most, with 3.
How do I find a The Planner's Edge LLC financial advisor near me?
Pick your state below, then your city, to see every The Planner's Edge LLC 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 The Planner's Edge LLC 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 →