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Financial ADVSR advisor directory · SEC adviser records

Mutual Of Omaha Investor Services, Inc. financial advisors in Coral Gables, FL

Every SEC-registered investment adviser representative at a Mutual Of Omaha Investor Services, Inc. office in Coral Gables, A to Z.

The short answer

10 registered advisors work at Mutual Of Omaha Investor Services, Inc. in Coral Gables, out of 254 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.

Mutual Of Omaha Investor Services, Inc. advisors in Coral Gables, A to Z

Every Mutual Of Omaha Investor Services, Inc. advisor →

Mutual Of Omaha Investor Services, Inc. advisors in every city and state →Mutual Of Omaha Investor Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mutual Of Omaha Investor Services, Inc. advisors in other cities

Omaha, NE 56Phoenix, AZ 21Denver, CO 19Braintree, MA 8Irving, TX 7Waukesha, WI 7Glen Allen, VA 6Sacramento, CA 4Springfield, MO 4Honolulu, HI 3Houston, TX 3La Crosse, WI 3Lincoln, NE 3Los Angeles, CA 3

Other firms in Coral Gables

All Coral Gables advisors →

UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17

Questions

How many financial advisors does Mutual Of Omaha Investor Services, Inc. have in Coral Gables?

10 investment adviser representatives are registered at Mutual Of Omaha Investor Services, Inc. offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 254 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

Is Mutual Of Omaha Investor Services, Inc. one of the largest advisor employers in Coral Gables?

Mutual Of Omaha Investor Services, Inc. ranks number 21 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

How do I check a Mutual Of Omaha Investor Services, Inc. advisor in Coral Gables?

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 Mutual Of Omaha Investor Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.