Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Plainville, MA
Every SEC-registered investment adviser representative at a firm office in Plainville, with the firms that employ the most of them.
The short answer
21 registered advisors work in Plainville; the most are at Valmark Advisers, Inc. (6). 5 list the CFP designation and 20 are also registered broker representatives.
Firms with the most advisors in Plainville
Advisors in Plainville, A to Z
CFP advisors in Plainville →- Chad P. BearceRaymond James Financial Services Advisors, Inc.
- Carlos A. CantoCommonwealth Financial Network
- Jacob ClarkValmark Advisers, Inc.
- Andrew J. ConatyAmeriprise Financial Services, LLC
- Matthew ConnorStrategic Advisers LLC
- Ronald B. Cook Jr.Brookstone Wealth Advisors, LLC
- Stephen R. DoucetteRaymond James Financial Services Advisors, Inc.
- Melissa A. DucieStrategic Advisers LLC
- Matthew R. EdwardsValmark Advisers, Inc.
- Michael J. KerriganEdward Jones
- Nicholas J. KimmettNatixis Advisors, LLC
- Arthur Lambi Jr.Raymond James Financial Services Advisors, Inc.
- Robert A. MacarthurValmark Advisers, Inc. · Certified Financial Planner
- Kaitlyn A. OconnellAmeriprise Financial Services, LLC
- John S. PimentalLPL Financial LLC
- Caleb J. ProcacciniValmark Advisers, Inc.
- Joshua M. ProcacciniValmark Advisers, Inc. · Certified Financial Planner
- David P. SantoroCommonwealth Financial Network · Certified Financial Planner
- Eric S. ShepherdStrategic Advisers LLC
- Jaclyn M. StanleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Ronald B. WareValmark Advisers, Inc. · Certified Financial Planner
Other cities in Massachusetts
All of Massachusetts →Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84
Questions
How many financial advisors are in Plainville, MA?
21 investment adviser representatives are registered at firm offices in Plainville, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Plainville?
Valmark Advisers, Inc., with 6 registered advisors in Plainville, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Plainville?
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.