Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bolivar, MO
Every SEC-registered investment adviser representative at a firm office in Bolivar, with the firms that employ the most of them.
10 registered advisors work in Bolivar; the most are at Edward Jones (3). 0 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Bolivar
Advisors in Bolivar, A to Z
Search all of Missouri →- David G. AntalickSpc
- Krista A. BanksEdward Jones · Certified Financial Planner
- Troy D. BethardsSterling Investment Advisors,llc
- Charles M. CampbellOsaic Wealth, Inc.
- Cathy J. CliftSpc · Certified Financial Planner
- Nancy J. EricksonEdward Jones
- Paul FolbreEdward Jones · Certified Financial Planner
- Grant GlorWells Fargo Advisors Financial Network, LLC
- James G. JonesSterling Investment Advisors,llc · Chartered Financial Consultant
- Tara E. ParsonSterling Investment Advisors,llc
Other cities in Missouri
All of Missouri →St. Louis 4,529Clayton 660Chesterfield 615Kansas City 604St Louis 555Saint Louis 379Springfield 359Maryland Heights 215Frontenac 174Columbia 159Creve Coeur 94O'Fallon 88Jefferson City 80Lees Summit 71Des Peres 69Lee's Summit 66Liberty 63Saint Charles 56Joplin 55Kirkwood 55Cape Girardeau 52Ballwin 47St Charles 44Independence 43
Questions
How many financial advisors are in Bolivar, MO?
10 investment adviser representatives are registered at firm offices in Bolivar, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Bolivar?
Edward Jones, with 3 registered advisors in Bolivar, followed by Sterling Investment Advisors,llc with 3.
How do I check a financial advisor in Bolivar?
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.