Financial ADVSR advisor directory · SEC adviser records
Financial Consulate financial advisors in Hunt Valley, MD
Every SEC-registered investment adviser representative at a Financial Consulate office in Hunt Valley, A to Z.
9 registered advisors work at Financial Consulate in Hunt Valley, out of 12 at the firm nationwide; it ranks number 17 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Financial Consulate advisors in Hunt Valley, A to Z
Every Financial Consulate advisor →- Roger I. Bair IIICertified Financial Planner
- Charles B. Bender IIICertified Financial Planner
- Madison M. BennettCertified Financial Planner
- Graham P. EwingCertified Financial Planner
- Justin K. LinthicumCertified Financial Planner
- Michael P. McCarthyCertified Financial Planner, Personal Financial Specialist
- Christopher J. O'SheaCertified Financial Planner
- Alec C. SunnersCertified Financial Planner
- Andrew V. TignanelliCertified Financial Planner
Financial Consulate advisors in every city and state →Financial Consulate: assets, clients and custodians →Advisor Moves: who changed firms this week →
Financial Consulate advisors in other cities
Other firms in Hunt Valley
All Hunt Valley advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 153Morgan Stanley 43RBC Capital Markets, LLC 34MML Investors Services, LLC 30Osaic Wealth, Inc. 30Verdence Capital Advisors, LLC 29UBS Financial Services Inc. 24Sc&H Wealth 17Ameriprise Financial Services, LLC 16Wells Fargo Clearing Services, LLC 16LPL Financial LLC 15Wells Fargo Advisors Financial Network, LLC 14
Questions
How many financial advisors does Financial Consulate have in Hunt Valley?
9 investment adviser representatives are registered at Financial Consulate offices in Hunt Valley, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Financial Consulate one of the largest advisor employers in Hunt Valley?
Financial Consulate ranks number 17 in Hunt Valley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 153.
How do I check a Financial Consulate advisor in Hunt Valley?
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 Financial Consulate 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.