Financial ADVSR advisor directory · SEC adviser records
Fsa Wealth Partners financial advisors in Rockville, MD
Every SEC-registered investment adviser representative at a Fsa Wealth Partners office in Rockville, A to Z.
The short answer
8 registered advisors work at Fsa Wealth Partners in Rockville, out of 8 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Fsa Wealth Partners advisors in Rockville, A to Z
Every Fsa Wealth Partners advisor →- Kimberly A. BasenbackCertified Financial Planner
- Jordan D. DaughertyChartered Financial Analyst
- Mary Ann DruckerInvestment adviser rep
- Christopher R. Jones Jr.Investment adviser rep
- James E. JosephCertified Financial Planner
- David R. PetersenCertified Financial Planner
- Ronald J. RoughChartered Financial Analyst
- Aaron L. WestonCertified Financial Planner
Fsa Wealth Partners advisors in every city and state →Fsa Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Rockville
All Rockville advisors →LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8
Questions
How many financial advisors does Fsa Wealth Partners have in Rockville?
8 investment adviser representatives are registered at Fsa Wealth Partners offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Fsa Wealth Partners one of the largest advisor employers in Rockville?
Fsa Wealth Partners ranks number 13 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.
How do I check a Fsa Wealth Partners advisor in Rockville?
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 Fsa Wealth Partners 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.