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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cleveland, MS

Every SEC-registered investment adviser representative at a firm office in Cleveland, with the firms that employ the most of them.

7 registered advisors work in Cleveland; the most are at LPL Financial LLC (3). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Cleveland

FirmAdvisors in Cleveland
LPL Financial LLC news3
Gainspoletti Wealth Planners2
Raymond James Financial Services Advisors, Inc. news2

Advisors in Cleveland, A to Z

CFP advisors in Cleveland →

Other cities in Mississippi

All of Mississippi →

Ridgeland 216Jackson 118Hattiesburg 67Madison 65Gulfport 58Tupelo 45Oxford 42Biloxi 37Brandon 29Meridian 28Flowood 25Laurel 22Ocean Springs 22Columbus 20Starkville 15Clinton 12Corinth 12Southaven 12Hernando 11Olive Branch 11Picayune 10Grenada 9Natchez 9Vicksburg 9

Questions

How many financial advisors are in Cleveland, MS?

7 investment adviser representatives are registered at firm offices in Cleveland, Mississippi, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cleveland?

LPL Financial LLC, with 3 registered advisors in Cleveland, followed by Gainspoletti Wealth Planners with 2.

How do I check a financial advisor in Cleveland?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.