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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellbrook, OH

Every SEC-registered investment adviser representative at a firm office in Bellbrook, with the firms that employ the most of them.

The short answer

6 registered advisors work in Bellbrook; the most are at Bond Tech Inc. (2). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Bellbrook

FirmAdvisors in Bellbrook
Bond Tech Inc.2
Edward Jones news1
Greenrock Advisory LLC1
State Farm Investment Management Corp.1
What About Us Financial1

Advisors in Bellbrook, A to Z

CFP advisors in Bellbrook →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Bellbrook, OH?

6 investment adviser representatives are registered at firm offices in Bellbrook, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Bellbrook?

Bond Tech Inc., with 2 registered advisors in Bellbrook, followed by Edward Jones with 1.

How do I check a financial advisor in Bellbrook?

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.