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Financial ADVSR advisor directory · SEC adviser records

Wilkerson Advisory Group LLC financial advisors in Columbia, MO

Every SEC-registered investment adviser representative at a Wilkerson Advisory Group LLC office in Columbia, A to Z.

The short answer

5 registered advisors work at Wilkerson Advisory Group LLC in Columbia, out of 5 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Wilkerson Advisory Group LLC advisors in Columbia, A to Z

Every Wilkerson Advisory Group LLC advisor →

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

Other firms in Columbia

All Columbia advisors →

Edward Jones 31Convergence Financial 15LPL Financial LLC 13Stifel, Nicolaus & Company, Incorporated 10Cetera Investment Advisers LLC 8State Farm Investment Management Corp. 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Propartners Wealth 6Sundvold Financial 6Alexander Labrunerie & Co., Inc. 5Eagle Bluffs Wealth Management LLC 3Integrity Advisory Solutions 3

Questions

How many financial advisors does Wilkerson Advisory Group LLC have in Columbia?

5 investment adviser representatives are registered at Wilkerson Advisory Group LLC offices in Columbia, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Wilkerson Advisory Group LLC one of the largest advisor employers in Columbia?

Wilkerson Advisory Group LLC ranks number 11 in Columbia by registered advisors; Edward Jones has the most, with 31.

How do I check a Wilkerson Advisory Group LLC advisor in Columbia?

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 Wilkerson Advisory Group 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.