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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Independence, OH

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Independence, A to Z.

3 registered advisors work at Cetera Planning Partners in Independence, out of 309 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Independence, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners advisors in other cities

Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4

Other firms in Independence

All Independence advisors →

Equitable Advisors, LLC 44Ameriprise Financial Services, LLC 24LPL Enterprise, LLC 18Strategic Wealth Partners, Ltd. 17Fairway Wealth Management LLC 14Lincoln Investment 12Valic Financial Advisors, Inc. 12Capital Analysts 8Pfs Investments Inc. 8Eagle Strategies LLC 7LPL Financial LLC 7Prasad Wealth Partners 7

Questions

How many financial advisors does Cetera Planning Partners have in Independence?

3 investment adviser representatives are registered at Cetera Planning Partners offices in Independence, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Cetera Planning Partners one of the largest advisor employers in Independence?

Cetera Planning Partners ranks number 19 in Independence by registered advisors; Equitable Advisors, LLC has the most, with 44.

How do I check a Cetera Planning Partners 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 Cetera Planning Partners 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.