Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Pacific, MO
Every SEC-registered investment adviser representative at a firm office in Pacific, with the firms that employ the most of them.
The short answer
6 registered advisors work in Pacific; the most are at Edward Jones (3). 1 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Pacific
Advisors in Pacific, A to Z
CFP advisors in Pacific →- Daniel MonksEdward Jones · Certified Financial Planner
- Alex W. MorrisWells Fargo Clearing Services, LLC
- Monica M. NixEdward Jones
- Lisa M. SchmidtEdward Jones
- Kathleen R. ThomasStifel, Nicolaus & Company, Incorporated
- Daniel J. WestStrategic Advisers LLC
Other cities in Missouri
All of Missouri →St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Columbia 150Creve Coeur 88O'Fallon 80Jefferson City 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41
Questions
How many financial advisors are in Pacific, MO?
6 investment adviser representatives are registered at firm offices in Pacific, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Pacific?
Edward Jones, with 3 registered advisors in Pacific, followed by Stifel, Nicolaus & Company, Incorporated with 1.
How do I check a financial advisor in Pacific?
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.