Financial ADVSR advisor directory · SEC adviser records
W3 Wealth Advisors, LLC financial advisors in Akron, OH
Every SEC-registered investment adviser representative at a W3 Wealth Advisors, LLC office in Akron, A to Z.
7 registered advisors work at W3 Wealth Advisors, LLC in Akron, out of 10 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
W3 Wealth Advisors, LLC advisors in Akron, A to Z
Every W3 Wealth Advisors, LLC advisor →- Frank P. BevilacquaInvestment adviser rep
- Frank P. Bevilacqua IICertified Financial Planner · Also a broker rep
- Stephen M. CatalanoAlso a broker rep
- Andrew D. LambAlso a broker rep
- Shelby D. MorganAlso a broker rep
- Laura S. MossAlso a broker rep
- Amy D. VaccaroAlso a broker rep
W3 Wealth Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →
W3 Wealth Advisors, LLC advisors in other cities
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 W3 Wealth Advisors, LLC have in Akron?
7 investment adviser representatives are registered at W3 Wealth Advisors, LLC offices in Akron, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is W3 Wealth Advisors, LLC one of the largest advisor employers in Akron?
W3 Wealth Advisors, LLC ranks number 15 in Akron by registered advisors; Sequoia Financial Group, L.L.C. has the most, with 109.
How do I check a W3 Wealth Advisors, LLC 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 W3 Wealth Advisors, 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.