Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Folsom, LA
Every SEC-registered investment adviser representative at a firm office in Folsom, with the firms that employ the most of them.
5 registered advisors work in Folsom; the most are at Wms Group LLC (2). 0 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Folsom
| Firm | Advisors in Folsom |
|---|---|
| Wms Group LLC | 2 |
| Eagle Strategies LLC | 1 |
| Raymond James & Associates, Inc. news | 1 |
| Second Line Capital, LLC | 1 |
Advisors in Folsom, A to Z
Search all of Louisiana →- Margaret J. ArndtRaymond James & Associates, Inc.
- Brentson S. BowlinSecond Line Capital, LLC
- Joseph Morgan R. MitchellEagle Strategies LLC
- Andrew M. StewartWms Group LLC
- William M. StewartWms Group LLC
Other cities in Louisiana
All of Louisiana →New Orleans 679Baton Rouge 588Metairie 343Lafayette 313Shreveport 213Mandeville 176Lake Charles 107Covington 74Monroe 74Slidell 54Houma 52Alexandria 47Thibodaux 38New Iberia 28Ruston 26Hammond 25Bossier City 21Gretna 21Gonzales 19Kenner 16Denham Springs 15Harahan 15Opelousas 15West Monroe 15
Questions
How many financial advisors are in Folsom, LA?
5 investment adviser representatives are registered at firm offices in Folsom, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Folsom?
Wms Group LLC, with 2 registered advisors in Folsom, followed by Eagle Strategies LLC with 1.
How do I check a financial advisor in Folsom?
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.