Financial ADVSR advisor directory · SEC adviser records
Prasad Wealth Partners financial advisors in Independence, OH
Every SEC-registered investment adviser representative at a Prasad Wealth Partners office in Independence, A to Z.
8 registered advisors work at Prasad Wealth Partners in Independence, out of 9 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Prasad Wealth Partners advisors in Independence, A to Z
Every Prasad Wealth Partners advisor →- Michael B. DohertyChartered Financial Analyst
- Roger E. GodinAlso a broker rep
- Ranjan JagetiaAlso a broker rep
- Brian A. KerberInvestment adviser rep
- Anthony G. KulkaInvestment adviser rep
- Lindsey R. OrthAlso a broker rep
- Carole L. RomingerInvestment adviser rep
- Matthew S. SchillerInvestment adviser rep
Prasad Wealth Partners advisors in every city and state →Prasad Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Prasad Wealth Partners advisors in other cities
Other firms in Independence
All Independence advisors →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. 8Capital Analysts 7Tempo Wealth 7Voya Financial Advisors, Inc. 6
Questions
How many financial advisors does Prasad Wealth Partners have in Independence?
8 investment adviser representatives are registered at Prasad Wealth Partners offices in Independence, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Prasad Wealth Partners one of the largest advisor employers in Independence?
Prasad Wealth Partners ranks number 10 in Independence by registered advisors; Equitable Advisors, LLC has the most, with 42.
How do I check a Prasad Wealth 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 Prasad Wealth 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.