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Financial ADVSR advisor directory · SEC adviser records

The Patriot Financial Group, LLC financial advisors in Lincoln, NE

Every SEC-registered investment adviser representative at a The Patriot Financial Group, LLC office in Lincoln, A to Z.

The short answer

2 registered advisors work at The Patriot Financial Group, LLC in Lincoln, out of 31 at the firm nationwide; it ranks number 39 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

The Patriot Financial Group, LLC advisors in Lincoln, A to Z

Every The Patriot Financial Group, LLC advisor →

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

The Patriot Financial Group, LLC advisors in other cities

Walpole, MA 14Omaha, NE 2Shrewsbury, MA 2Westborough, MA 2Albany, NY 1Bristol, CT 1Gloucester, MA 1Guilford, CT 1Salem, NY 1The Colony, TX 1West Hartford, CT 1Windham, NH 1Worcester, MA 1

Other firms in Lincoln

All Lincoln advisors →

LPL Financial LLC 54Ameritas Advisory Services, LLC 50Edward Jones 45Osaic Wealth, Inc. 39Allstate Financial Advisors, LLC 30RBC Capital Markets, LLC 24UBS Financial Services Inc. 20Wells Fargo Clearing Services, LLC 20D.A. Davidson & Co. 17State Farm Investment Management Corp. 14Cetera Investment Advisers LLC 13Pittenger & Anderson Inc. 13

Questions

How many financial advisors does The Patriot Financial Group, LLC have in Lincoln?

2 investment adviser representatives are registered at The Patriot Financial Group, LLC offices in Lincoln, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 31 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is The Patriot Financial Group, LLC one of the largest advisor employers in Lincoln?

The Patriot Financial Group, LLC ranks number 39 in Lincoln by registered advisors; LPL Financial LLC has the most, with 54.

How do I check a The Patriot Financial Group, LLC advisor in Lincoln?

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 The Patriot Financial 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.