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Financial ADVSR advisor directory · SEC adviser records

Williamson Legacy Group, LLC financial advisors in Carmel, IN

Every SEC-registered investment adviser representative at a Williamson Legacy Group, LLC office in Carmel, A to Z.

3 registered advisors work at Williamson Legacy Group, LLC in Carmel, out of 4 at the firm nationwide; it ranks number 40 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Williamson Legacy Group, LLC advisors in Carmel, A to Z

Every Williamson Legacy Group, LLC advisor →

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

Williamson Legacy Group, LLC advisors in other cities

Brooklyn, NY 1

Other firms in Carmel

All Carmel advisors →

Valeo Financial Advisors, LLC 86Capital Client Group, Inc. 67Raymond James & Associates, Inc. 37Oxford Financial Group, Ltd. 35Archer Investment Corporation 31LPL Financial LLC 26Shepherd Financial Investment Advisory LLC 25Valic Financial Advisors, Inc. 24Goelzer Investment Management 22Charles Schwab & Co., Inc. 19Edward Jones 16Equitable Advisors, LLC 15

Questions

How many financial advisors does Williamson Legacy Group, LLC have in Carmel?

3 investment adviser representatives are registered at Williamson Legacy Group, LLC offices in Carmel, Indiana, 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 Williamson Legacy Group, LLC one of the largest advisor employers in Carmel?

Williamson Legacy Group, LLC ranks number 40 in Carmel by registered advisors; Valeo Financial Advisors, LLC has the most, with 86.

How do I check a Williamson Legacy Group, LLC advisor in Carmel?

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 Williamson Legacy 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.