Financial ADVSR advisor directory · SEC adviser records
Zenith Advisory Group, LLC financial advisors in The Villages, FL
Every SEC-registered investment adviser representative at a Zenith Advisory Group, LLC office in The Villages, A to Z.
The short answer
2 registered advisors work at Zenith Advisory Group, LLC in The Villages, out of 3 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Zenith Advisory Group, LLC advisors in The Villages, A to Z
Every Zenith Advisory Group, LLC advisor →- Bart A. PattersonInvestment adviser rep
- Jacob C. WellsInvestment adviser rep
Zenith Advisory Group, LLC advisors in every city and state →Zenith Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Zenith Advisory Group, LLC advisors in other cities
Other firms in The Villages
All The Villages advisors →LPL Financial LLC 18Raymond James & Associates, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Wells Fargo Clearing Services, LLC 13Edward Jones 11Strategic Advisers LLC 11Morgan Stanley 10J.P. Morgan Securities LLC 7Wells Fargo Advisors Financial Network, LLC 7Blackston Financial Advisory Group, LLC 6Charles Schwab & Co., Inc. 6Brookstone Wealth Advisors, LLC 3
Questions
How many financial advisors does Zenith Advisory Group, LLC have in The Villages?
2 investment adviser representatives are registered at Zenith Advisory Group, LLC offices in The Villages, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Zenith Advisory Group, LLC one of the largest advisor employers in The Villages?
Zenith Advisory Group, LLC ranks number 16 in The Villages by registered advisors; LPL Financial LLC has the most, with 18.
How do I check a Zenith Advisory Group, LLC advisor in The Villages?
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 Zenith Advisory Group, 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.