Financial ADVSR advisor directory · SEC adviser records
Octavia Wealth Advisors LLC financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Octavia Wealth Advisors LLC office in Cincinnati, A to Z.
The short answer
19 registered advisors work at Octavia Wealth Advisors LLC in Cincinnati, out of 29 at the firm nationwide; it ranks number 35 in the city by advisors. 9 list the CFP designation and 13 are also registered broker representatives.
Octavia Wealth Advisors LLC advisors in Cincinnati, A to Z
Every Octavia Wealth Advisors LLC advisor →- Mark J. BodnarCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Susan M. FarlowAlso a broker rep
- Jacob FlaspohlerCertified Financial Planner
- Nicholas V. GeraciInvestment adviser rep
- Anthony J. HannaInvestment adviser rep
- Charles R. KorgerCertified Financial Planner
- Bradley M. LauchAlso a broker rep
- Dana P. McGrathCertified Financial Planner · Also a broker rep
- Susan M. McHughAlso a broker rep
- Maxim I. MeyersCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Glynnis ReinhartAlso a broker rep
- Ryan C. SellarsCertified Financial Planner
- Andrew E. SeniAlso a broker rep
- Justin A. SetzekornCertified Financial Planner · Also a broker rep
- Ashley D. SeyberthAlso a broker rep
- Logan A. SnowInvestment adviser rep
- Marc E. WagnerCertified Financial Planner · Also a broker rep
- Nicholas D. WheelerAlso a broker rep
- David L. YeazellCertified Financial Planner · Also a broker rep
Octavia Wealth Advisors LLC advisors in every city and state →Octavia Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Octavia Wealth Advisors LLC advisors in other cities
San Diego, CA 7Cleburne, TX 1Los Angeles, CA 1Miami, FL 1St. Charles, MO 1
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Octavia Wealth Advisors LLC have in Cincinnati?
19 investment adviser representatives are registered at Octavia Wealth Advisors LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 9 list the CFP designation and 13 are also registered as broker representatives.
Is Octavia Wealth Advisors LLC one of the largest advisor employers in Cincinnati?
Octavia Wealth Advisors LLC ranks number 35 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Octavia Wealth Advisors LLC advisor in Cincinnati?
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 Octavia 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.