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Financial ADVSR advisor directory · SEC adviser records

Planvest Financial, Inc. financial advisors in Gaithersburg, MD

Every SEC-registered investment adviser representative at a Planvest Financial, Inc. office in Gaithersburg, A to Z.

The short answer

4 registered advisors work at Planvest Financial, Inc. in Gaithersburg, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Planvest Financial, Inc. advisors in Gaithersburg, A to Z

Every Planvest Financial, Inc. advisor →

Planvest Financial, Inc. advisors in every city and state →Planvest Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Gaithersburg

All Gaithersburg advisors →

LPL Financial LLC 28Charles Schwab & Co., Inc. 11Transamerica Financial Advisors, LLC 10Ameriprise Financial Services, LLC 5Cambridge Investment Research Advisors, Inc. 4Mai Capital Management, LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Strategic Advisers LLC 4Edward Jones 3Pfs Investments Inc. 3

Questions

How many financial advisors does Planvest Financial, Inc. have in Gaithersburg?

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

Is Planvest Financial, Inc. one of the largest advisor employers in Gaithersburg?

Planvest Financial, Inc. ranks number 8 in Gaithersburg by registered advisors; LPL Financial LLC has the most, with 28.

How do I check a Planvest Financial, Inc. advisor in Gaithersburg?

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 Planvest Financial, Inc. 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.