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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Point, NE

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

6 registered advisors work in West Point; the most are at LPL Financial LLC (3). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in West Point

FirmAdvisors in West Point
LPL Financial LLC news3
Edward Jones news2
Knights Of Columbus Asset Advisors LLC1

Advisors in West Point, A to Z

CFP advisors in West Point →

Other cities in Nebraska

All of Nebraska →

Omaha 1,923Lincoln 534Norfolk 87Elkhorn 64Grand Island 64Kearney 49Papillion 49Columbus 34Hastings 30North Platte 26Fremont 25Bellevue 20Beatrice 17Scottsbluff 15York 12Nebraska City 11Gretna 10La Vista 10Wayne 10Seward 9Alliance 8Holdrege 8McCook 8Bennington 7

Questions

How many financial advisors are in West Point, NE?

6 investment adviser representatives are registered at firm offices in West Point, Nebraska, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in West Point?

LPL Financial LLC, with 3 registered advisors in West Point, followed by Edward Jones with 2.

How do I check a financial advisor in West Point?

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.