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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mandeville, LA

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

176 registered advisors work in Mandeville; the most are at Morgan Stanley (31). 19 list the CFP designation and 140 are also registered broker representatives.

Firms with the most advisors in Mandeville

FirmAdvisors in Mandeville
Morgan Stanley news31
Merrill Lynch, Pierce, Fenner & Smith Incorporated news18
Raymond James & Associates, Inc. news14
LPL Financial LLC news9
Edward Jones news8
J.P. Morgan Securities LLC news8
Cetera Investment Advisers LLC news7
Pfs Investments Inc.7
Orleans Capital Management Corp.6
Prospera Financial Services, Inc.6
Kropog Financial Group, LLC4
Rice, Voelker, LLC4
Wells Fargo Clearing Services, LLC news4
Eagle Strategies LLC3
State Farm Investment Management Corp.3
Cambridge Investment Research Advisors, Inc. news2
Concurrent Investment Advisors, LLC news2
Cornerstone Advisory2
Eagle Capital Management, LLC2
Hightower Advisors, LLC news2
Impact Partnership Wealth, LLC2
Martin & Associates Investment Advisory Services LLC2
Meridian Wealth Management, LLC2
Open Source Investments, LLC2
Spinosa Wealth Management Group2

Advisors in Mandeville, A to Z

CFP advisors in Mandeville →

Other cities in Louisiana

All of Louisiana →

New Orleans 679Baton Rouge 588Metairie 343Lafayette 313Shreveport 213Lake Charles 107Covington 74Monroe 74Slidell 54Houma 52Alexandria 47Thibodaux 38New Iberia 28Ruston 26Hammond 25Bossier City 21Gretna 21Gonzales 19Kenner 16Denham Springs 15Harahan 15Opelousas 15West Monroe 15Sulphur 14

Questions

How many financial advisors are in Mandeville, LA?

176 investment adviser representatives are registered at firm offices in Mandeville, Louisiana, according to the SEC's Investment Adviser Public Disclosure records. 140 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Mandeville?

Morgan Stanley, with 31 registered advisors in Mandeville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 18.

How do I check a financial advisor in Mandeville?

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.