Financial ADVSR advisor directory · SEC adviser records
Cbiz Investment Advisory Services, LLC financial advisors in Cumberland, MD
Every SEC-registered investment adviser representative at a Cbiz Investment Advisory Services, LLC office in Cumberland, A to Z.
The short answer
7 registered advisors work at Cbiz Investment Advisory Services, LLC in Cumberland, out of 79 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Cbiz Investment Advisory Services, LLC advisors in Cumberland, A to Z
Every Cbiz Investment Advisory Services, LLC advisor →- Christopher R. BlankAlso a broker rep
- Sy J. FarrisAlso a broker rep
- Matthew J. FeltenInvestment adviser rep
- Richard L. Harshman IIAlso a broker rep
- Todd C. PylesCertified Financial Planner · Also a broker rep
- John R. Smyth Jr.Certified Financial Planner, Personal Financial Specialist · Also a broker rep
- Krystal L. StairChartered Financial Consultant · Also a broker rep
Cbiz Investment Advisory Services, LLC advisors in every city and state →Cbiz Investment Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cbiz Investment Advisory Services, LLC advisors in other cities
Cleveland, OH 41Kansas City, MO 6Media, PA 6Boca Raton, FL 2Columbia, MD 2Maitland, FL 2Phoenix, AZ 2Chicago, IL 1Dallas, TX 1Denver, CO 1Fairborn, OH 1Gun Barrel City, TX 1High Point, NC 1Independence, OH 1Indianapolis, IN 1
Other firms in Cumberland
All Cumberland advisors →Edward Jones 7LPL Financial LLC 5Cbiz Financial Solutions, Inc. 4
Questions
How many financial advisors does Cbiz Investment Advisory Services, LLC have in Cumberland?
7 investment adviser representatives are registered at Cbiz Investment Advisory Services, LLC offices in Cumberland, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 79 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Cbiz Investment Advisory Services, LLC one of the largest advisor employers in Cumberland?
Cbiz Investment Advisory Services, LLC ranks number 1 in Cumberland by registered advisors, ahead of Edward Jones (7).
How do I check a Cbiz Investment Advisory Services, LLC advisor in Cumberland?
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 Cbiz Investment Advisory Services, 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.