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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Castle, IN

Every SEC-registered investment adviser representative at a firm office in New Castle, with the firms that employ the most of them.

12 registered advisors work in New Castle; the most are at Edward Jones (4). 3 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in New Castle

FirmAdvisors in New Castle
Edward Jones news4
Parkwoods Wealth Partners, LLC3
Cetera Investment Advisers LLC news1
Harbour Investments, Inc.1
Lifecare Retirement Solutions Inc.1
Scott Clampitt, Registered Investment Advisor1
State Farm Investment Management Corp.1

Advisors in New Castle, A to Z

CFP advisors in New Castle →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43

Questions

How many financial advisors are in New Castle, IN?

12 investment adviser representatives are registered at firm offices in New Castle, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in New Castle?

Edward Jones, with 4 registered advisors in New Castle, followed by Parkwoods Wealth Partners, LLC with 3.

How do I check a financial advisor in New Castle?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.