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Financial ADVSR advisor directory · SEC adviser records

Oppenheimer & Co. Inc. financial advisors in Winston-Salem, NC

Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in Winston-Salem, A to Z.

The short answer

8 registered advisors work at Oppenheimer & Co. Inc. in Winston-Salem, out of 1,086 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Oppenheimer & Co. Inc. advisors in Winston-Salem, A to Z

Every Oppenheimer & Co. Inc. advisor →

Oppenheimer & Co. Inc. advisors in every city and state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →

Oppenheimer & Co. Inc. advisors in other cities

New York, NY 223Chicago, IL 53Coral Gables, FL 35Houston, TX 35St. Louis, MO 33Bellevue, WA 28Boston, MA 28Seattle, WA 24Stamford, CT 24Washington, DC 24San Francisco, CA 23Los Angeles, CA 22Jericho, NY 21Birmingham, MI 20Atlanta, GA 18

Other firms in Winston-Salem

All Winston-Salem advisors →

Morgan Stanley 34Raymond James & Associates, Inc. 27Stephens 15Strategic Advisers LLC 12Truist Advisory Services, Inc. 11MML Investors Services, LLC 10UBS Financial Services Inc. 9LPL Financial LLC 8Robert W. Baird & Co. Incorporated 8Cetera Investment Advisers LLC 7Semmax Financial Advisors, Inc. 7Ameriprise Financial Services, LLC 6

Questions

How many financial advisors does Oppenheimer & Co. Inc. have in Winston-Salem?

8 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in Winston-Salem, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,086 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Is Oppenheimer & Co. Inc. one of the largest advisor employers in Winston-Salem?

Oppenheimer & Co. Inc. ranks number 9 in Winston-Salem by registered advisors; Morgan Stanley has the most, with 34.

How do I check a Oppenheimer & Co. Inc. advisor in Winston-Salem?

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 Oppenheimer & Co. Inc. 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.