Financial ADVSR advisor directory · SEC adviser records
Advisor 123 LLC financial advisors in Caledonia, MI
Every SEC-registered investment adviser representative at a Advisor 123 LLC office in Caledonia, A to Z.
3 registered advisors work at Advisor 123 LLC in Caledonia, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Advisor 123 LLC advisors in Caledonia, A to Z
Every Advisor 123 LLC advisor →- Derek PrusaCertified Financial Planner, Chartered Financial Analyst
- Andrew S. VanderschaafInvestment adviser rep
- Benjamin N. WebsterCertified Financial Planner
Advisor 123 LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Caledonia
All Caledonia advisors →Cetera Investment Advisers LLC 6Aspire Wealth 3LPL Financial LLC 3Vanderpol Investments L.L.C. 3
Questions
How many financial advisors does Advisor 123 LLC have in Caledonia?
3 investment adviser representatives are registered at Advisor 123 LLC offices in Caledonia, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Advisor 123 LLC one of the largest advisor employers in Caledonia?
Advisor 123 LLC ranks number 2 in Caledonia by registered advisors; Cetera Investment Advisers LLC has the most, with 6.
How do I check a Advisor 123 LLC advisor in Caledonia?
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 Advisor 123 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.