Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in Lima, OH
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Lima, A to Z.
3 registered advisors work at Commonwealth Financial Network in Lima, out of 2,715 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Commonwealth Financial Network advisors in Lima, A to Z
Every Commonwealth Financial Network advisor →- Matthew W. AndreasAlso a broker rep
- Douglas A. FellerCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Jill A. IsraelAlso a broker rep
Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →
Commonwealth Financial Network advisors in other cities
Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15
Other firms in Lima
All Lima advisors →Edward Jones 13J.P. Morgan Securities LLC 7LPL Financial LLC 6Stifel, Nicolaus & Company, Incorporated 5Trueblood Wealth Management, LLC 5Ameriprise Financial Services, LLC 4LPL Enterprise, LLC 4Raymond James Financial Services Advisors, Inc. 4Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Commonwealth Financial Network have in Lima?
3 investment adviser representatives are registered at Commonwealth Financial Network offices in Lima, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Commonwealth Financial Network one of the largest advisor employers in Lima?
Commonwealth Financial Network ranks number 9 in Lima by registered advisors; Edward Jones has the most, with 13.
How do I check a Commonwealth Financial Network advisor in Lima?
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 Commonwealth Financial Network 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.