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Financial ADVSR advisor directory · SEC adviser records

B & B Financial Planning Co., Inc. financial advisors in O'Fallon, MO

Every SEC-registered investment adviser representative at a B & B Financial Planning Co., Inc. office in O'Fallon, A to Z.

The short answer

3 registered advisors work at B & B Financial Planning Co., Inc. in O'Fallon, out of 3 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

B & B Financial Planning Co., Inc. advisors in O'Fallon, A to Z

Every B & B Financial Planning Co., Inc. advisor →

B & B Financial Planning Co., Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in O'Fallon

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Citigroup Global Markets Inc. 22Edward Jones 14Stifel, Nicolaus & Company, Incorporated 10Thrivent Investment Management Inc. 5LPL Financial LLC 4Mainstreet Ria LLC 3

Questions

How many financial advisors does B & B Financial Planning Co., Inc. have in O'Fallon?

3 investment adviser representatives are registered at B & B Financial Planning Co., Inc. offices in O'Fallon, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is B & B Financial Planning Co., Inc. one of the largest advisor employers in O'Fallon?

B & B Financial Planning Co., Inc. ranks number 6 in O'Fallon by registered advisors; Citigroup Global Markets Inc. has the most, with 22.

How do I check a B & B Financial Planning Co., Inc. advisor in O'Fallon?

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 B & B Financial Planning Co., Inc. 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.