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Financial ADVSR advisor directory · SEC adviser records

Bay Pointe Financial financial advisors in New Baltimore, MI

Every SEC-registered investment adviser representative at a Bay Pointe Financial office in New Baltimore, A to Z.

The short answer

3 registered advisors work at Bay Pointe Financial in New Baltimore, out of 3 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Bay Pointe Financial advisors in New Baltimore, A to Z

Every Bay Pointe Financial advisor →

Bay Pointe Financial advisors in every city and state →Bay Pointe Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in New Baltimore

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Edward Jones 3

Questions

How many financial advisors does Bay Pointe Financial have in New Baltimore?

3 investment adviser representatives are registered at Bay Pointe Financial offices in New Baltimore, 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 Bay Pointe Financial one of the largest advisor employers in New Baltimore?

Bay Pointe Financial ranks number 1 in New Baltimore by registered advisors, ahead of Edward Jones (3).

How do I check a Bay Pointe Financial advisor in New Baltimore?

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 Bay Pointe Financial 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.