Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in New Albany, IN
Every SEC-registered investment adviser representative at a Mariner office in New Albany, A to Z.
The short answer
5 registered advisors work at Mariner in New Albany, out of 903 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in New Albany, A to Z
Every Mariner advisor →- Alexis BurtonInvestment adviser rep
- Michael R. GosneyCertified Financial Planner
- Colby PorterInvestment adviser rep
- Morgan F. StrangeCertified Financial Planner
- Afton R. YaegerCertified Financial Planner
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 110New York, NY 43Cincinnati, OH 36Oakbrook Terrace, IL 27Tulsa, OK 22Sarasota, FL 21Los Angeles, CA 20Manasquan, NJ 20Scottsdale, AZ 19Madison, NJ 18Bellevue, WA 16Plano, TX 16Tigard, OR 16Bloomington, MN 13Brentwood, MO 13
Other firms in New Albany
All New Albany advisors →Edward Jones 9American Capital Management, Inc. 6LPL Financial LLC 5Axiom Financial Strategies Group, LLC 4Fifth Third Securities, Inc. 3Kestra Advisory Services, LLC 3State Farm Investment Management Corp. 3Stratos Wealth Partners, Ltd. 3
Questions
How many financial advisors does Mariner have in New Albany?
5 investment adviser representatives are registered at Mariner offices in New Albany, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 903 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in New Albany?
Mariner ranks number 4 in New Albany by registered advisors; Edward Jones has the most, with 9.
How do I check a Mariner advisor in New Albany?
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 Mariner 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.