Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Concord, OH
Every SEC-registered investment adviser representative at a firm office in Concord, with the firms that employ the most of them.
15 registered advisors work in Concord; the most are at Cetera Investment Advisers LLC (6). 5 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Concord
| Firm | Advisors in Concord |
|---|---|
| Cetera Investment Advisers LLC news | 6 |
| Lifemark Securities Corp. | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Bluespring Wealth Management, LLC | 1 |
| Eagle Strategies LLC | 1 |
| Edward Jones news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Thrivent Investment Management Inc. | 1 |
| Zappitelli Financial Services | 1 |
| Zenith Investments | 1 |
Advisors in Concord, A to Z
CFP advisors in Concord →- Mark A. BaniewiczCetera Investment Advisers LLC · Certified Financial Planner
- Jeffrey S. BurchCetera Investment Advisers LLC · Certified Financial Planner
- Anthony J. Constantine Jr.Lifemark Securities Corp.
- Christopher C. EntringerBluespring Wealth Management, LLC · Certified Financial Planner
- Lawrence R. KovalLifemark Securities Corp.
- Bradford D. LohiserZenith Investments · Certified Financial Planner
- Justin PettyThrivent Investment Management Inc.
- Lee A. QuignanoRaymond James Financial Services Advisors, Inc.
- Robert SasonCetera Investment Advisers LLC
- Jonathan D. SchneiderAmeriprise Financial Services, LLC
- Jon M. StambergerEagle Strategies LLC
- Jeffrey M. StudniarzEdward Jones
- Robert A. ZappitelliCetera Investment Advisers LLC · Certified Financial Planner
- Robert A. Zappitelli IICetera Investment Advisers LLC
- Diana C. Zappitelli-RidenourCetera Investment Advisers LLC
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 Concord, OH?
15 investment adviser representatives are registered at firm offices in Concord, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Concord?
Cetera Investment Advisers LLC, with 6 registered advisors in Concord, followed by Lifemark Securities Corp. with 2.
How do I check a financial advisor in Concord?
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.