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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lebanon, OH

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

33 registered advisors work in Lebanon; the most are at Edward Jones (5). 12 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Lebanon

FirmAdvisors in Lebanon
Edward Jones news5
LPL Financial LLC news4
Kapstone Financial Advisors LLC3
Fifth Third Securities, Inc.2
Summit Financial Advisors, Inc.2
Altiora Financial Group, LLC1
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Creative Planning news1
Discipline Wealth Solutions, Inc.1
Farther news1
Kld Wealth Management1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Raymond James Financial Services Advisors, Inc. news1
Retirement Plan Advisors, LLC1
Robert M Walker & Associates1
Rovia Tree Financial LLC1
Spillane Financial Planning, Inc.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Lebanon, A to Z

CFP advisors in Lebanon →

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 Lebanon, OH?

33 investment adviser representatives are registered at firm offices in Lebanon, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Lebanon?

Edward Jones, with 5 registered advisors in Lebanon, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Lebanon?

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.