Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Millersville, MD
Every SEC-registered investment adviser representative at a firm office in Millersville, with the firms that employ the most of them.
The short answer
16 registered advisors work in Millersville; the most are at Osaic Wealth, Inc. (5). 2 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Millersville
Advisors in Millersville, A to Z
CFP advisors in Millersville →- Margaret R. AndersonSummit Financial, LLC
- Julie D. BabcockCreative Planning
- Alan M. Butler IIAmeriprise Financial Services, LLC
- Michael S. FrankT. Rowe Price Associates, Inc.
- Andrew F. FrazierOsaic Wealth, Inc.
- Marquita D. HawkinsCommonwealth Financial Network
- Tucker S. HiteOsaic Wealth, Inc.
- Stephen J. KooreyLPL Financial LLC
- Sharon M. LewisPfs Investments Inc.
- Ryan McCoySfg Wealth Management
- John W. OlsonCommonwealth Financial Network · Certified Financial Planner
- Pratt M. RexfordOsaic Wealth, Inc.
- Vinicius RibeiroBlue3 Investments LLC
- Robert O. StachuraOsaic Wealth, Inc. · Certified Financial Planner
- Darren M. SweeneyOsaic Wealth, Inc.
- Jordan M. ToepelEdward Jones
Other cities in Maryland
All of Maryland →Bethesda 820Baltimore 662Hunt Valley 567Annapolis 437Rockville 390Columbia 366Owings Mills 322Towson 284Frederick 198Lutherville 170Bel Air 132North Bethesda 125Gaithersburg 120Timonium 112Potomac 111Chevy Chase 97Ellicott City 92Easton 74Silver Spring 72Salisbury 68Hagerstown 66Cockeysville 63Severna Park 60Westminster 45
Questions
How many financial advisors are in Millersville, MD?
16 investment adviser representatives are registered at firm offices in Millersville, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Millersville?
Osaic Wealth, Inc., with 5 registered advisors in Millersville, followed by Commonwealth Financial Network with 2.
How do I check a financial advisor in Millersville?
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.