Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Dunkirk, MD
Every SEC-registered investment adviser representative at a firm office in Dunkirk, with the firms that employ the most of them.
The short answer
13 registered advisors work in Dunkirk; the most are at Edward Jones (7). 1 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Dunkirk
| Firm | Advisors in Dunkirk |
|---|---|
| Edward Jones news | 7 |
| Calvert Wealth Management, Inc. | 3 |
| Jansson Financial Svcs | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Pfs Investments Inc. | 1 |
Advisors in Dunkirk, A to Z
CFP advisors in Dunkirk →- Patrick T. BassettJansson Financial Svcs
- Nicholas T. BoydCalvert Wealth Management, Inc.
- Randall BrownEdward Jones · Certified Financial Planner
- Christina CoffeyEdward Jones
- Stephen CoffeyEdward Jones
- Michael T. DebordEdward Jones
- Spencer D. EisemannEdward Jones
- Cory H. GertzEdward Jones
- Kaula K. JacksPfs Investments Inc.
- Kelly C. SheahanCalvert Wealth Management, Inc.
- John T. Stone Jr.Calvert Wealth Management, Inc.
- Joshua G. WynneEdward Jones
- Michael F. YankanichMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Maryland
All of Maryland →Bethesda 848Baltimore 650Hunt Valley 580Annapolis 425Columbia 378Rockville 374Owings Mills 317Towson 299Frederick 203Lutherville 172North Bethesda 130Bel Air 128Gaithersburg 115Timonium 112Potomac 109Chevy Chase 99Ellicott City 91Easton 79Silver Spring 74Salisbury 73Hagerstown 70Cockeysville 64Severna Park 63Westminster 48
Questions
How many financial advisors are in Dunkirk, MD?
13 investment adviser representatives are registered at firm offices in Dunkirk, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Dunkirk?
Edward Jones, with 7 registered advisors in Dunkirk, followed by Calvert Wealth Management, Inc. with 3.
How do I check a financial advisor in Dunkirk?
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.