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Financial ADVSR advisor directory · SEC adviser records

Docsa Capital Management, Inc. financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Docsa Capital Management, Inc. office in Portage, A to Z.

The short answer

3 registered advisors work at Docsa Capital Management, Inc. in Portage, out of 3 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Docsa Capital Management, Inc. advisors in Portage, A to Z

Every Docsa Capital Management, Inc. advisor →

Docsa Capital Management, Inc. advisors in every city and state →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 Docsa Capital Management, Inc. have in Portage?

3 investment adviser representatives are registered at Docsa Capital Management, Inc. offices in Portage, 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 Docsa Capital Management, Inc. one of the largest advisor employers in Portage?

Docsa Capital Management, Inc. ranks number 19 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Docsa Capital Management, Inc. 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 Docsa Capital Management, 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.