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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Huntsville, OH

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

2 registered advisors work in Huntsville; the most are at United Planners' Financial Services Of America A Limited Partner (2). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Huntsville

FirmAdvisors in Huntsville
United Planners' Financial Services Of America A Limited Partner2

Advisors in Huntsville, A to Z

CFP advisors in Huntsville →
  • Jay P. ClarkUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
  • Amy S. GrundenUnited Planners' Financial Services Of America A Limited Partner

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 Huntsville, OH?

2 investment adviser representatives are registered at firm offices in Huntsville, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Huntsville?

United Planners' Financial Services Of America A Limited Partner, with 2 registered advisors in Huntsville.

How do I check a financial advisor in Huntsville?

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.