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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Canal Winchester, OH

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

14 registered advisors work in Canal Winchester; the most are at LPL Financial LLC (3). 2 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Canal Winchester

FirmAdvisors in Canal Winchester
LPL Financial LLC news3
Ameriprise Financial Services, LLC news2
Edward Jones news1
Fifth Third Securities, Inc.1
J.P. Morgan Securities LLC news1
Lynch Retirement Advisors, LLC.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1
Steward Partners Investment Advisory, LLC news1

Advisors in Canal Winchester, A to Z

CFP advisors in Canal Winchester →

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 Canal Winchester, OH?

14 investment adviser representatives are registered at firm offices in Canal Winchester, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Canal Winchester?

LPL Financial LLC, with 3 registered advisors in Canal Winchester, followed by Ameriprise Financial Services, LLC with 2.

How do I check a financial advisor in Canal Winchester?

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.