Financial ADVSR advisor directory · SEC adviser records
Financial advisors in York, NE
Every SEC-registered investment adviser representative at a firm office in York, with the firms that employ the most of them.
12 registered advisors work in York; the most are at Ameritas Advisory Services, LLC (3). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in York
Advisors in York, A to Z
Search all of Nebraska →- Richard A. BertholdAmeritas Advisory Services, LLC
- Darrin L. BrumbaughNorthwestern Mutual Investment Services, LLC
- Eugene F. BuhmanAmeritas Advisory Services, LLC
- Walter W. ByrneEdward Jones
- Benjamin M. GarrettAmeritas Advisory Services, LLC
- Daniel L. HoldenRaymond James Financial Services Advisors, Inc.
- Saleena D. JacksonGeneos Wealth Management, Inc.
- Matthew P. KernEdward Jones
- Kara R. RauertPrincipal Securities, Inc.
- Jerad SorgenfreiPrimus Wealth Advisors LLC · Chartered Financial Analyst
- Robert D. WoodburnThrivent Investment Management Inc.
- Robert S. WoodruffAmeriprise Financial Services, LLC
Other cities in Nebraska
All of Nebraska →Omaha 1,923Lincoln 534Norfolk 87Elkhorn 64Grand Island 64Kearney 49Papillion 49Columbus 34Hastings 30North Platte 26Fremont 25Bellevue 20Beatrice 17Scottsbluff 15Nebraska City 11Gretna 10La Vista 10Wayne 10Seward 9Alliance 8Holdrege 8McCook 8Bennington 7Blair 7
Questions
How many financial advisors are in York, NE?
12 investment adviser representatives are registered at firm offices in York, Nebraska, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in York?
Ameritas Advisory Services, LLC, with 3 registered advisors in York, followed by Edward Jones with 2.
How do I check a financial advisor in York?
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.