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Financial ADVSR advisor directory · SEC adviser records

B.A. Roberts Financial Services, Inc. financial advisors in Marquette, MI

Every SEC-registered investment adviser representative at a B.A. Roberts Financial Services, Inc. office in Marquette, A to Z.

The short answer

3 registered advisors work at B.A. Roberts Financial Services, Inc. in Marquette, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

B.A. Roberts Financial Services, Inc. advisors in Marquette, A to Z

Every B.A. Roberts Financial Services, Inc. advisor →

B.A. Roberts Financial Services, Inc. advisors in every city and state →B.A. Roberts Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Marquette

All Marquette advisors →

Ameriprise Financial Services, LLC 6Edward Jones 5Hantz Financial Services, Inc. 5LPL Financial LLC 4Osaic Wealth, Inc. 4Raymond James Financial Services Advisors, Inc. 4Wells Fargo Clearing Services, LLC 4Northern Edge Wealth Management 3

Questions

How many financial advisors does B.A. Roberts Financial Services, Inc. have in Marquette?

3 investment adviser representatives are registered at B.A. Roberts Financial Services, Inc. offices in Marquette, Michigan, 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 B.A. Roberts Financial Services, Inc. one of the largest advisor employers in Marquette?

B.A. Roberts Financial Services, Inc. ranks number 8 in Marquette by registered advisors; Ameriprise Financial Services, LLC has the most, with 6.

How do I check a B.A. Roberts Financial Services, Inc. advisor in Marquette?

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 B.A. Roberts Financial Services, Inc. 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.