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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mount Vernon, MO

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

3 registered advisors work in Mount Vernon; the most are at LPL Financial LLC (2). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Mount Vernon

FirmAdvisors in Mount Vernon
LPL Financial LLC news2
State Farm Investment Management Corp.1

Advisors in Mount Vernon, A to Z

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Other cities in Missouri

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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 Mount Vernon, MO?

3 investment adviser representatives are registered at firm offices in Mount Vernon, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Mount Vernon?

LPL Financial LLC, with 2 registered advisors in Mount Vernon, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in Mount Vernon?

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.