Financial ADVSR advisor directory · SEC adviser records
Westminster Financial Advisory Corp. financial advisors in Beavercreek, OH
Every SEC-registered investment adviser representative at a Westminster Financial Advisory Corp. office in Beavercreek, A to Z.
The short answer
24 registered advisors work at Westminster Financial Advisory Corp. in Beavercreek, out of 38 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 20 are also registered broker representatives.
Westminster Financial Advisory Corp. advisors in Beavercreek, A to Z
Every Westminster Financial Advisory Corp. advisor →- Donald D. BoucherAlso a broker rep
- Collin R. BrazieAlso a broker rep
- Lawrence M. BrazieAlso a broker rep
- Morgan P. BrazieAlso a broker rep
- Stuart C. BrazieCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Robert J. CaronAlso a broker rep
- Jessica L. DavisCertified Financial Planner · Also a broker rep
- Grant P. FrancisAlso a broker rep
- Damyon L. JuntunenAlso a broker rep
- Alexandra L. MorrisonInvestment adviser rep
- Moustapha MounahChartered Financial Analyst
- Johann NanayakkaraAlso a broker rep
- Vivienne K. NouferAlso a broker rep
- John L. ObrienAlso a broker rep
- Ryan D. RaboldAlso a broker rep
- Edward S. RegistratoAlso a broker rep
- Steven J. SipniewskiCertified Financial Planner · Also a broker rep
- Bradley R. SmithInvestment adviser rep
- Kirk W. StagerAlso a broker rep
- Christine P. TenbargeCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jessica M. TrunckAlso a broker rep
- Kenneth D. WarnickAlso a broker rep
- Benjamin P. WyndInvestment adviser rep
- Louis J. ZoneAlso a broker rep
Westminster Financial Advisory Corp. advisors in every city and state →Westminster Financial Advisory Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Westminster Financial Advisory Corp. advisors in other cities
Elkins, WV 2West Hartford, CT 2Andover, MA 1Avon, OH 1Bonita Springs, FL 1Brecksville, OH 1Dayton, OH 1Franklin, TN 1Madison, CT 1Medina, OH 1Miami, FL 1Sun City, AZ 1
Other firms in Beavercreek
All Beavercreek advisors →Morgan Stanley 30Strategic Advisers LLC 15LPL Financial LLC 13Osaic Wealth, Inc. 7Edward Jones 5First Command Advisory Services 4Ameriprise Financial Services, LLC 3G. A. Repple & Company 3J.P. Morgan Securities LLC 3State Farm Investment Management Corp. 3Transamerica Financial Advisors, LLC 3
Questions
How many financial advisors does Westminster Financial Advisory Corp. have in Beavercreek?
24 investment adviser representatives are registered at Westminster Financial Advisory Corp. offices in Beavercreek, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 4 list the CFP designation and 20 are also registered as broker representatives.
Is Westminster Financial Advisory Corp. one of the largest advisor employers in Beavercreek?
Westminster Financial Advisory Corp. ranks number 2 in Beavercreek by registered advisors; Morgan Stanley has the most, with 30.
How do I check a Westminster Financial Advisory Corp. advisor in Beavercreek?
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 Westminster Financial Advisory Corp. 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.