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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lexington, OH

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

6 registered advisors work in Lexington; the most are at Edward Jones (2). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Lexington

FirmAdvisors in Lexington
Edward Jones news2
Sovereign Asset Management2
Cetera Investment Advisers LLC news1
State Farm Investment Management Corp.1

Advisors in Lexington, A to Z

Search all of Ohio →

Other cities in Ohio

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Cincinnati 2,487Columbus 2,045Cleveland 663Dublin 531Akron 472Westlake 349Toledo 329Brooklyn 309Beachwood 298Independence 241Pepper Pike 240Dayton 238Canton 230Miamisburg 184Maumee 181Westerville 173Canfield 154Worthington 152Beavercreek 141Centerville 141Hudson 127West Chester 125Richfield 115Findlay 108

Questions

How many financial advisors are in Lexington, OH?

6 investment adviser representatives are registered at firm offices in Lexington, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lexington?

Edward Jones, with 2 registered advisors in Lexington, followed by Sovereign Asset Management with 2.

How do I check a financial advisor in Lexington?

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.