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Financial ADVSR advisor directory · SEC adviser records

Zega Investments, LLC financial advisors in Palm Beach Gardens, FL

Every SEC-registered investment adviser representative at a Zega Investments, LLC office in Palm Beach Gardens, A to Z.

The short answer

3 registered advisors work at Zega Investments, LLC in Palm Beach Gardens, out of 4 at the firm nationwide; it ranks number 44 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Zega Investments, LLC advisors in Palm Beach Gardens, A to Z

Every Zega Investments, LLC advisor →

Zega Investments, LLC advisors in every city and state →Zega Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Zega Investments, LLC advisors in other cities

Scottsdale, AZ 1

Other firms in Palm Beach Gardens

All Palm Beach Gardens advisors →

Gwn Securities Inc. 260Money Concepts Capital Corp. 206Morgan Stanley 86J.P. Morgan Securities LLC 62Gladstone Wealth Partners 58Dakota Wealth, LLC 35Merrill Lynch, Pierce, Fenner & Smith Incorporated 35Wells Fargo Advisors Financial Network, LLC 35Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29RBC Capital Markets, LLC 27Wells Fargo Clearing Services, LLC 21

Questions

How many financial advisors does Zega Investments, LLC have in Palm Beach Gardens?

3 investment adviser representatives are registered at Zega Investments, LLC offices in Palm Beach Gardens, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Zega Investments, LLC one of the largest advisor employers in Palm Beach Gardens?

Zega Investments, LLC ranks number 44 in Palm Beach Gardens by registered advisors; Gwn Securities Inc. has the most, with 260.

How do I check a Zega Investments, LLC advisor in Palm Beach Gardens?

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 Zega Investments, LLC 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.