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Financial ADVSR advisor directory · SEC adviser records

Journey Financial Management, LLC financial advisors in Bowling Green, KY

Every SEC-registered investment adviser representative at a Journey Financial Management, LLC office in Bowling Green, A to Z.

The short answer

4 registered advisors work at Journey Financial Management, LLC in Bowling Green, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Journey Financial Management, LLC advisors in Bowling Green, A to Z

Every Journey Financial Management, LLC advisor →

Journey Financial Management, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Bowling Green

All Bowling Green advisors →

Stifel, Nicolaus & Company, Incorporated 8Ameriprise Financial Services, LLC 7Edward Jones 7Raymond James Financial Services Advisors, Inc. 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Gwn Securities Inc. 4LPL Financial LLC 4Morgan Stanley 4Tony Walker Financial 4Ae Wealth Management, LLC 3Cambridge Investment Research Advisors, Inc. 3MML Investors Services, LLC 3

Questions

How many financial advisors does Journey Financial Management, LLC have in Bowling Green?

4 investment adviser representatives are registered at Journey Financial Management, LLC offices in Bowling Green, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Journey Financial Management, LLC one of the largest advisor employers in Bowling Green?

Journey Financial Management, LLC ranks number 7 in Bowling Green by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 8.

How do I check a Journey Financial Management, LLC advisor in Bowling Green?

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 Journey Financial Management, 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.