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Financial ADVSR advisor directory · SEC adviser records

Sym Financial Advisors financial advisors in Indianapolis, IN

Every SEC-registered investment adviser representative at a Sym Financial Advisors office in Indianapolis, A to Z.

The short answer

3 registered advisors work at Sym Financial Advisors in Indianapolis, out of 30 at the firm nationwide; it ranks number 104 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Sym Financial Advisors advisors in Indianapolis, A to Z

Every Sym Financial Advisors advisor →

Sym Financial Advisors advisors in every city and state →Sym Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sym Financial Advisors advisors in other cities

Winona Lake, IN 16Fort Wayne, IN 5Midland, MI 3Mishawaka, IN 3

Other firms in Indianapolis

All Indianapolis advisors →

Schwab Wealth Advisory, Inc. 162Charles Schwab & Co., Inc. 156Oneamerica Securities, Inc. 117Morgan Stanley 103Merrill Lynch, Pierce, Fenner & Smith Incorporated 95Ameriprise Financial Services, LLC 66MML Investors Services, LLC 62J.P. Morgan Securities LLC 56LPL Enterprise, LLC 52Thurston Springer Advisors 49Cetera Investment Advisers LLC 46Stifel, Nicolaus & Company, Incorporated 45

Questions

How many financial advisors does Sym Financial Advisors have in Indianapolis?

3 investment adviser representatives are registered at Sym Financial Advisors offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Sym Financial Advisors one of the largest advisor employers in Indianapolis?

Sym Financial Advisors ranks number 104 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.

How do I check a Sym Financial Advisors advisor in Indianapolis?

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 Sym Financial Advisors 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.