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Financial ADVSR advisor directory · SEC adviser records

626 Financial, LLC financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a 626 Financial, LLC office in Portage, A to Z.

The short answer

5 registered advisors work at 626 Financial, LLC in Portage, out of 5 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

626 Financial, LLC advisors in Portage, A to Z

Every 626 Financial, LLC advisor →

626 Financial, LLC advisors in every city and state →626 Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6

Questions

How many financial advisors does 626 Financial, LLC have in Portage?

5 investment adviser representatives are registered at 626 Financial, LLC offices in Portage, 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 626 Financial, LLC one of the largest advisor employers in Portage?

626 Financial, LLC ranks number 13 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a 626 Financial, LLC advisor in Portage?

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 626 Financial, 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.