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Financial ADVSR advisor directory · SEC adviser records

White Oak Wealth Management financial advisors in Columbia, MD

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

The short answer

3 registered advisors work at White Oak Wealth Management in Columbia, out of 3 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

White Oak Wealth Management advisors in Columbia, A to Z

Every White Oak Wealth Management advisor →

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

Other firms in Columbia

All Columbia advisors →

Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Ameriprise Financial Services, LLC 16LPL Financial LLC 15Morgan Stanley 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Baltimore-Washington Financial Advisors 11Strategic Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 7

Questions

How many financial advisors does White Oak Wealth Management have in Columbia?

3 investment adviser representatives are registered at White Oak Wealth Management offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is White Oak Wealth Management one of the largest advisor employers in Columbia?

White Oak Wealth Management ranks number 32 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a White Oak Wealth Management 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 White Oak Wealth Management 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.