Financial ADVSR advisor directory · SEC adviser records
Westward Investment Advisory financial advisors in Mission, KS
Every SEC-registered investment adviser representative at a Westward Investment Advisory office in Mission, A to Z.
The short answer
3 registered advisors work at Westward Investment Advisory in Mission, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Westward Investment Advisory advisors in Mission, A to Z
Every Westward Investment Advisory advisor →- James M. HolcombInvestment adviser rep
- Ryan P. McLaughlinInvestment adviser rep
- Dale R. PfeiferInvestment adviser rep
Westward Investment Advisory advisors in every city and state →Westward Investment Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Mission
All Mission advisors →Questions
How many financial advisors does Westward Investment Advisory have in Mission?
3 investment adviser representatives are registered at Westward Investment Advisory offices in Mission, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Westward Investment Advisory one of the largest advisor employers in Mission?
Westward Investment Advisory ranks number 2 in Mission by registered advisors; Kornitzer Capital Management, Inc. has the most, with 7.
How do I check a Westward Investment Advisory advisor in Mission?
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 Westward Investment Advisory 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.