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Financial ADVSR advisor directory · SEC adviser records

Egi Financial, Inc. financial advisors in Akron, OH

Every SEC-registered investment adviser representative at a Egi Financial, Inc. office in Akron, A to Z.

9 registered advisors work at Egi Financial, Inc. in Akron, out of 9 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Egi Financial, Inc. advisors in Akron, A to Z

Every Egi Financial, Inc. advisor →

Egi Financial, Inc. advisors in every city and state →Egi Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Akron

All Akron advisors →

Sequoia Financial Group, L.L.C. 109Valmark Advisers, Inc. 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Ameriprise Financial Services, LLC 17Robert W. Baird & Co. Incorporated 17Morgan Stanley 16Cetera Investment Advisers LLC 12Pfs Investments Inc. 12Symphony Financial Services, Inc. 10J.P. Morgan Securities LLC 9Raymond James Financial Services Advisors, Inc. 9Stratos Wealth Partners, Ltd. 9

Questions

How many financial advisors does Egi Financial, Inc. have in Akron?

9 investment adviser representatives are registered at Egi Financial, Inc. offices in Akron, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Is Egi Financial, Inc. one of the largest advisor employers in Akron?

Egi Financial, Inc. ranks number 10 in Akron by registered advisors; Sequoia Financial Group, L.L.C. has the most, with 109.

How do I check a Egi Financial, Inc. advisor in Akron?

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 Egi Financial, 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.