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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Marlton, NJ

Every SEC-registered investment adviser representative at a Capital Analysts office in Marlton, A to Z.

27 registered advisors work at Capital Analysts in Marlton, out of 585 at the firm nationwide; it ranks number 4 in the city by advisors. 5 list the CFP designation and 27 are also registered broker representatives.

Capital Analysts advisors in Marlton, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in other cities

Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8

Other firms in Marlton

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Wells Fargo Clearing Services, LLC 47Td Private Client Wealth LLC 38Lincoln Investment 34Ameriprise Financial Services, LLC 25Pine Valley Investments 24Morgan Stanley 23LPL Financial LLC 22Strategic Advisers LLC 19Charles Schwab & Co., Inc. 15MML Investors Services, LLC 15Janney Montgomery Scott LLC 14Laurel Oak Wealth Management, LLC 12

Questions

How many financial advisors does Capital Analysts have in Marlton?

27 investment adviser representatives are registered at Capital Analysts offices in Marlton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 5 list the CFP designation and 27 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Marlton?

Capital Analysts ranks number 4 in Marlton by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.

How do I check a Capital Analysts advisor in Marlton?

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 Capital Analysts 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.