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Financial ADVSR advisor directory · SEC adviser records

Redwood Financial Planning, LLC financial advisors in Scotch Plains, NJ

Every SEC-registered investment adviser representative at a Redwood Financial Planning, LLC office in Scotch Plains, A to Z.

The short answer

3 registered advisors work at Redwood Financial Planning, LLC in Scotch Plains, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Redwood Financial Planning, LLC advisors in Scotch Plains, A to Z

Every Redwood Financial Planning, LLC advisor →

Redwood Financial Planning, LLC advisors in other cities

Carlisle, PA 1

Other firms in Scotch Plains

All Scotch Plains advisors →

Santander Securities LLC 9LPL Financial LLC 4

Questions

How many financial advisors does Redwood Financial Planning, LLC have in Scotch Plains?

3 investment adviser representatives are registered at Redwood Financial Planning, LLC offices in Scotch Plains, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Is Redwood Financial Planning, LLC one of the largest advisor employers in Scotch Plains?

Redwood Financial Planning, LLC ranks number 3 in Scotch Plains by registered advisors; Santander Securities LLC has the most, with 9.

How do I check a Redwood Financial Planning, LLC advisor in Scotch Plains?

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 Redwood Financial Planning, 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.