Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Salisbury, MD
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Salisbury, A to Z.
The short answer
5 registered advisors work at Wealthspire Advisors in Salisbury, out of 220 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Salisbury, A to Z
Every Wealthspire Advisors advisor →- Jude C. CypherInvestment adviser rep
- Gary P. DesjardinsCertified Financial Planner
- Trent W. HofmeisterInvestment adviser rep
- Kimberly S. MagahaCertified Financial Planner
- Luke S. SmithCertified Financial Planner
Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →
Wealthspire Advisors advisors in other cities
New York, NY 59Potomac, MD 23Melville, NY 19San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4
Other firms in Salisbury
All Salisbury advisors →Cetera Investment Advisers LLC 13LPL Financial LLC 10Morgan Stanley 7Pks Investment Advisors LLC 7Edward Jones 6State Farm Investment Management Corp. 5Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Wealthspire Advisors have in Salisbury?
5 investment adviser representatives are registered at Wealthspire Advisors offices in Salisbury, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Salisbury?
Wealthspire Advisors ranks number 8 in Salisbury by registered advisors; Cetera Investment Advisers LLC has the most, with 13.
How do I check a Wealthspire Advisors advisor in Salisbury?
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 Wealthspire Advisors 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.