Financial ADVSR advisor directory · SEC adviser records
Bip Wealth, LLC financial advisors in Columbus, GA
Every SEC-registered investment adviser representative at a Bip Wealth, LLC office in Columbus, A to Z.
The short answer
1 registered advisors work at Bip Wealth, LLC in Columbus, out of 61 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Bip Wealth, LLC advisors in Columbus, A to Z
Every Bip Wealth, LLC advisor →- James R. Money Jr.Certified Financial Planner, Chartered Financial Consultant
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Bip Wealth, LLC advisors in other cities
Other firms in Columbus
All Columbus advisors →Synovus Securities, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Raymond James & Associates, Inc. 11Wells Fargo Clearing Services, LLC 9Raymond James Financial Services Advisors, Inc. 8Edward Jones 7Morgan Stanley 7LPL Financial LLC 6Truist Advisory Services, Inc. 6Ameriprise Financial Services, LLC 5First Command Advisory Services 5State Farm Investment Management Corp. 5
Questions
How many financial advisors does Bip Wealth, LLC have in Columbus?
1 investment adviser representatives are registered at Bip Wealth, LLC offices in Columbus, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Bip Wealth, LLC one of the largest advisor employers in Columbus?
Bip Wealth, LLC ranks number 15 in Columbus by registered advisors; Synovus Securities, Inc. has the most, with 16.
How do I check a Bip Wealth, LLC advisor in Columbus?
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 Bip Wealth, 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.