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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woodbine, MD

Every SEC-registered investment adviser representative at a firm office in Woodbine, with the firms that employ the most of them.

10 registered advisors work in Woodbine; the most are at Advocate Investing Services (5). 6 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Woodbine

FirmAdvisors in Woodbine
Advocate Investing Services5
LPL Financial LLC news2
Cetera Investment Advisers LLC news1
Homewood Capital Management East LLC1
Strategic Advisers LLC1
T. Rowe Price Advisory Services, Inc.1

Advisors in Woodbine, A to Z

CFP advisors in Woodbine →

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 Woodbine, MD?

10 investment adviser representatives are registered at firm offices in Woodbine, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Woodbine?

Advocate Investing Services, with 5 registered advisors in Woodbine, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Woodbine?

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.