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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Oaklyn, NJ

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

4 registered advisors work at Capital Analysts in Oaklyn, out of 585 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Capital Analysts advisors in Oaklyn, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 30Braintree, 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 8

Other firms in Oaklyn

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Lincoln Investment 3

Questions

How many financial advisors does Capital Analysts have in Oaklyn?

4 investment adviser representatives are registered at Capital Analysts offices in Oaklyn, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Capital Analysts ranks number 1 in Oaklyn by registered advisors, ahead of Lincoln Investment (3).

How do I check a Capital Analysts advisor in Oaklyn?

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.