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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Huber Heights, OH

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

10 registered advisors work in Huber Heights; the most are at J.P. Morgan Securities LLC (2). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Huber Heights

FirmAdvisors in Huber Heights
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
State Farm Investment Management Corp.2
Edward Jones news1
Pfs Investments Inc.1
Stratos Wealth Partners, Ltd.1
U.S. Bancorp Advisors, LLC1

Advisors in Huber Heights, A to Z

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Other cities in Ohio

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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 Huber Heights, OH?

10 investment adviser representatives are registered at firm offices in Huber Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Huber Heights?

J.P. Morgan Securities LLC, with 2 registered advisors in Huber Heights, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Huber Heights?

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.