Financial ADVSR advisor directory · SEC adviser records
Oak Associates Ltd. financial advisors in Akron, OH
Every SEC-registered investment adviser representative at a Oak Associates Ltd. office in Akron, A to Z.
3 registered advisors work at Oak Associates Ltd. in Akron, out of 3 at the firm nationwide; it ranks number 35 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Oak Associates Ltd. advisors in Akron, A to Z
Every Oak Associates Ltd. advisor →- Margaret L. BallingerInvestment adviser rep
- Robert D. StimpsonChartered Financial Analyst
- Jeffrey B. TravisChartered Financial Analyst
Oak Associates Ltd. advisors in every city and state →Oak Associates Ltd.: 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. 10Egi Financial, Inc. 9J.P. Morgan Securities LLC 9Raymond James Financial Services Advisors, Inc. 9
Questions
How many financial advisors does Oak Associates Ltd. have in Akron?
3 investment adviser representatives are registered at Oak Associates Ltd. offices in Akron, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Oak Associates Ltd. one of the largest advisor employers in Akron?
Oak Associates Ltd. ranks number 35 in Akron by registered advisors; Sequoia Financial Group, L.L.C. has the most, with 109.
How do I check a Oak Associates Ltd. 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 Oak Associates Ltd. 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.