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Financial ADVSR advisor directory · SEC adviser records

Royal Oak Financial Advisors, LLC financial advisors in Royal Oak, MI

Every SEC-registered investment adviser representative at a Royal Oak Financial Advisors, LLC office in Royal Oak, A to Z.

The short answer

7 registered advisors work at Royal Oak Financial Advisors, LLC in Royal Oak, out of 10 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Royal Oak Financial Advisors, LLC advisors in Royal Oak, A to Z

Every Royal Oak Financial Advisors, LLC advisor →

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

Royal Oak Financial Advisors, LLC advisors in other cities

Livonia, MI 2Westlake, OH 1

Other firms in Royal Oak

All Royal Oak advisors →

Capital Analysts 8Lincoln Investment 8Strategic Advisers LLC 6Royal Oak Wealth Advisors LLC 4UBS Financial Services Inc. 4Daniel Investment Group Inc. 3

Questions

How many financial advisors does Royal Oak Financial Advisors, LLC have in Royal Oak?

7 investment adviser representatives are registered at Royal Oak Financial Advisors, LLC offices in Royal Oak, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Royal Oak Financial Advisors, LLC one of the largest advisor employers in Royal Oak?

Royal Oak Financial Advisors, LLC ranks number 4 in Royal Oak by registered advisors; Capital Analysts has the most, with 8.

How do I check a Royal Oak Financial Advisors, LLC advisor in Royal Oak?

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 Royal Oak Financial Advisors, 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.