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Financial ADVSR advisor directory · SEC adviser records

Hb Wealth financial advisors in Columbia, MD

Every SEC-registered investment adviser representative at a Hb Wealth office in Columbia, A to Z.

4 registered advisors work at Hb Wealth in Columbia, out of 158 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Hb Wealth advisors in Columbia, A to Z

Every Hb Wealth advisor →

Hb Wealth advisors in every city and state →Hb Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Hb Wealth advisors in other cities

Atlanta, GA 110Towson, MD 18Alpharetta, GA 10Palm Beach Gardens, FL 5Augusta, GA 2Austin, TX 2Tampa, FL 2Charlotte, NC 1Greenville, SC 1New York, NY 1Sandy Springs, GA 1South Orange, NJ 1

Other firms in Columbia

All Columbia advisors →

Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41LPL Financial LLC 15Ameriprise Financial Services, LLC 14Morgan Stanley 13Raymond James Financial Services Advisors, Inc. 12Baltimore-Washington Financial Advisors 11Cetera Investment Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 8Commonwealth Financial Network 7

Questions

How many financial advisors does Hb Wealth have in Columbia?

4 investment adviser representatives are registered at Hb Wealth offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 158 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Hb Wealth one of the largest advisor employers in Columbia?

Hb Wealth ranks number 20 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a Hb Wealth advisor in Columbia?

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 Hb Wealth 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.