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Financial ADVSR advisor directory · SEC adviser records

Proficio Capital Partners LLC financial advisors in Newton, MA

Every SEC-registered investment adviser representative at a Proficio Capital Partners LLC office in Newton, A to Z.

The short answer

3 registered advisors work at Proficio Capital Partners LLC in Newton, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Proficio Capital Partners LLC advisors in Newton, A to Z

Every Proficio Capital Partners LLC advisor →

Proficio Capital Partners LLC advisors in every city and state →Proficio Capital Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Newton

All Newton advisors →

Ameriprise Financial Services, LLC 8Commonwealth Financial Network 8LPL Financial LLC 8Captrust 6Focus Partners Wealth, LLC 6Raymond James Financial Services Advisors, Inc. 5Brock Hill Wealth Management 4Capital Advisors Group, Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Plum Street Advisors, LLC 4Mayport Wealth Management 3Strategic Advisers LLC 3

Questions

How many financial advisors does Proficio Capital Partners LLC have in Newton?

3 investment adviser representatives are registered at Proficio Capital Partners LLC offices in Newton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Proficio Capital Partners LLC one of the largest advisor employers in Newton?

Proficio Capital Partners LLC ranks number 12 in Newton by registered advisors; Ameriprise Financial Services, LLC has the most, with 8.

How do I check a Proficio Capital Partners LLC advisor in Newton?

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 Proficio Capital Partners 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.