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Financial ADVSR advisor directory · SEC adviser records

Values First Advisors, Inc. financial advisors

Every SEC-registered investment adviser representative at Values First Advisors, Inc., by the state and city of the office they work from.

The short answer

7 registered advisors work at Values First Advisors, Inc., in 3 states and 3 cities; the most are in Johnson City, TN (5). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Values First Advisors, Inc. advisor by name →Who joined and left Values First Advisors, Inc. →Values First Advisors, Inc.: assets, clients and custodians →

Cities with the most Values First Advisors, Inc. advisors

Johnson City, TN 5De Soto, KS 1Greenville, IL 1

Values First Advisors, Inc. advisors by state

Values First Advisors, Inc. in Tennessee 5

Johnson City 5

Values First Advisors, Inc. in Illinois 1

Greenville 1

Values First Advisors, Inc. in Kansas 1

De Soto 1

Questions

How many financial advisors does Values First Advisors, Inc. have?

7 investment adviser representatives are registered with Values First Advisors, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Values First Advisors, Inc. have the most advisors?

Johnson City, TN, with 5 registered advisors, then De Soto, KS (1). By state, Tennessee has the most, with 5.

How do I find a Values First Advisors, Inc. financial advisor near me?

Pick your state below, then your city, to see every Values First Advisors, Inc. 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 Values First Advisors, Inc. 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 →