Financial ADVSR advisor directory · SEC adviser records
Alexander Financial Planning, Inc. financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a Alexander Financial Planning, Inc. office in Columbus, A to Z.
The short answer
3 registered advisors work at Alexander Financial Planning, Inc. in Columbus, out of 3 at the firm nationwide; it ranks number 65 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Alexander Financial Planning, Inc. advisors in Columbus, A to Z
Every Alexander Financial Planning, Inc. advisor →- Thresa R. AlexanderCertified Financial Planner
- Tracey J. GuthrieInvestment adviser rep
- Nathan M. SwabCertified Financial Planner
Alexander Financial Planning, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Columbus
All Columbus advisors →J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22
Questions
How many financial advisors does Alexander Financial Planning, Inc. have in Columbus?
3 investment adviser representatives are registered at Alexander Financial Planning, Inc. offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Alexander Financial Planning, Inc. one of the largest advisor employers in Columbus?
Alexander Financial Planning, Inc. ranks number 65 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a Alexander Financial Planning, Inc. advisor in Columbus?
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 Alexander Financial Planning, Inc. 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.