Financial ADVSR advisor directory · SEC adviser records
Windsor Advisory Group, LLC financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a Windsor Advisory Group, LLC office in Columbus, A to Z.
12 registered advisors work at Windsor Advisory Group, LLC in Columbus, out of 12 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Windsor Advisory Group, LLC advisors in Columbus, A to Z
Every Windsor Advisory Group, LLC advisor →- Samantha I. BuckInvestment adviser rep
- Jacob T. ChockranInvestment adviser rep
- Harry M. Dye IIIInvestment adviser rep
- Jonathon S. EesleyInvestment adviser rep
- Paul B. GeigerInvestment adviser rep
- Carter E. GerlachCertified Financial Planner
- Clayton A. HallInvestment adviser rep
- Cory D. HinamanChartered Financial Analyst
- Alexander M. MoesleinInvestment adviser rep
- John E. MozolaInvestment adviser rep
- Matthew H. ReberInvestment adviser rep
- Evan J. YakubovInvestment adviser rep
Windsor Advisory Group, LLC advisors in every city and state →Windsor Advisory Group, LLC: assets, clients and custodians →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 Windsor Advisory Group, LLC have in Columbus?
12 investment adviser representatives are registered at Windsor Advisory Group, LLC offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Windsor Advisory Group, LLC one of the largest advisor employers in Columbus?
Windsor Advisory Group, LLC ranks number 25 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a Windsor Advisory Group, LLC 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 Windsor Advisory Group, 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.