Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Athens, OH
Every SEC-registered investment adviser representative at a firm office in Athens, with the firms that employ the most of them.
18 registered advisors work in Athens; the most are at LPL Financial LLC (6). 3 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Athens
| Firm | Advisors in Athens |
|---|---|
| LPL Financial LLC news | 6 |
| Edward Jones news | 3 |
| Raymond James Financial Services Advisors, Inc. news | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| Athens Impact Socially Responsible Investments | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Lexaurum Advisors | 1 |
| RBC Capital Markets, LLC news | 1 |
Advisors in Athens, A to Z
CFP advisors in Athens →- Kyle BarnhouseRaymond James Financial Services Advisors, Inc.
- Scott D. BentleyAmeriprise Financial Services, LLC
- Michael J. CarpenterLexaurum Advisors · Certified Financial Planner
- Danette K. CarrLPL Financial LLC
- Michael ChapmanRaymond James Financial Services Advisors, Inc.
- Romney K. CoxLPL Financial LLC · Certified Financial Planner
- Anastasia J. DubleRBC Capital Markets, LLC
- Jacob R. FraylickLPL Financial LLC
- Holly Gibbs-EngelEdward Jones
- Sheryl K. HillAmeriprise Financial Services, LLC
- Jamie R. JarmonJ.P. Morgan Securities LLC
- James S. KarageorgeRaymond James Financial Services Advisors, Inc.
- Andrew J. McRillLPL Financial LLC
- Drew M. SmartEdward Jones
- Mark V. SniderLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel S. StrohLPL Financial LLC
- Sandor VeghEdward Jones
- Dawn M. WilsonAthens Impact Socially Responsible Investments
Other cities in Ohio
All of Ohio →Cincinnati 2,306Columbus 1,892Cleveland 606Dublin 496Akron 445Westlake 342Toledo 316Brooklyn 287Beachwood 278Independence 236Dayton 227Pepper Pike 226Canton 202Miamisburg 180Maumee 165Westerville 146Canfield 144Worthington 138Centerville 134Beavercreek 125West Chester 125Hudson 115Findlay 104Richfield 102
Questions
How many financial advisors are in Athens, OH?
18 investment adviser representatives are registered at firm offices in Athens, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Athens?
LPL Financial LLC, with 6 registered advisors in Athens, followed by Edward Jones with 3.
How do I check a financial advisor in Athens?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.