Financial ADVSR advisor directory · SEC adviser records
Black Diamond Financial, LLC financial advisors in Lutherville, MD
Every SEC-registered investment adviser representative at a Black Diamond Financial, LLC office in Lutherville, A to Z.
The short answer
13 registered advisors work at Black Diamond Financial, LLC in Lutherville, out of 15 at the firm nationwide; it ranks number 4 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Black Diamond Financial, LLC advisors in Lutherville, A to Z
Every Black Diamond Financial, LLC advisor →- Lindsay D. Dryden IVInvestment adviser rep
- Jordan M. FisherChartered Financial Analyst
- Matthew P. GoetteCertified Financial Planner, Chartered Financial Analyst
- Derek E. HoldredgeInvestment adviser rep
- Chahat KumariInvestment adviser rep
- Chase LlewellynInvestment adviser rep
- Alexander RoesnerCertified Financial Planner
- Brigitte StroblCertified Financial Planner
- Paul W. SvendsenPersonal Financial Specialist
- Robert J. TobinInvestment adviser rep
- Erin L. WeberCertified Financial Planner
- Anthony J. WilsonInvestment adviser rep
- David A. ZinreichCertified Financial Planner
Black Diamond Financial, LLC advisors in every city and state →Black Diamond Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Black Diamond Financial, LLC advisors in other cities
Other firms in Lutherville
All Lutherville advisors →Morgan Stanley 72Harbor Investment Advisory, LLC 29LPL Financial LLC 19Wells Fargo Clearing Services, LLC 12Corbyn Investment Management Inc. 6Financial Dimensions, LLC. 4
Questions
How many financial advisors does Black Diamond Financial, LLC have in Lutherville?
13 investment adviser representatives are registered at Black Diamond Financial, LLC offices in Lutherville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Black Diamond Financial, LLC one of the largest advisor employers in Lutherville?
Black Diamond Financial, LLC ranks number 4 in Lutherville by registered advisors; Morgan Stanley has the most, with 72.
How do I check a Black Diamond Financial, LLC advisor in Lutherville?
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 Black Diamond Financial, 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.