Financial ADVSR advisor directory · SEC adviser records
Calder Financial Group financial advisors in Ada, MI
Every SEC-registered investment adviser representative at a Calder Financial Group office in Ada, A to Z.
4 registered advisors work at Calder Financial Group in Ada, out of 5 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Calder Financial Group advisors in Ada, A to Z
Every Calder Financial Group advisor →- Kelly E. EgglestonInvestment adviser rep
- Patrick O. NewcombeCertified Financial Planner
- George D. RacetteInvestment adviser rep
- Daren B. ShavellChartered Financial Analyst
Calder Financial Group advisors in every city and state →Calder Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Calder Financial Group advisors in other cities
Other firms in Ada
All Ada advisors →USA Financial Securities LLC 68LPL Financial LLC 16Edward Jones 6Ameriprise Financial Services, LLC 5Raymond James & Associates, Inc. 4Cambient Family Office, LLC 3
Questions
How many financial advisors does Calder Financial Group have in Ada?
4 investment adviser representatives are registered at Calder Financial Group offices in Ada, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Calder Financial Group one of the largest advisor employers in Ada?
Calder Financial Group ranks number 5 in Ada by registered advisors; USA Financial Securities LLC has the most, with 68.
How do I check a Calder Financial Group advisor in Ada?
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 Calder Financial Group 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.