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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Independence, OH

Every SEC-registered investment adviser representative at a Capital Analysts office in Independence, A to Z.

7 registered advisors work at Capital Analysts in Independence, out of 585 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Capital Analysts advisors in Independence, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8

Other firms in Independence

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Equitable Advisors, LLC 42Ameriprise Financial Services, LLC 20LPL Enterprise, LLC 18Fairway Wealth Management LLC 14Strategic Wealth Partners, Ltd. 14Lincoln Investment 13Valic Financial Advisors, Inc. 12LPL Financial LLC 8Pfs Investments Inc. 8Prasad Wealth Partners 8Tempo Wealth 7Voya Financial Advisors, Inc. 6

Questions

How many financial advisors does Capital Analysts have in Independence?

7 investment adviser representatives are registered at Capital Analysts offices in Independence, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Independence?

Capital Analysts ranks number 11 in Independence by registered advisors; Equitable Advisors, LLC has the most, with 42.

How do I check a Capital Analysts advisor in Independence?

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 Capital Analysts 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.