Financial ADVSR advisor directory · SEC adviser records
W&S Brokerage Services, Inc. financial advisors in Loveland, OH
Every SEC-registered investment adviser representative at a W&S Brokerage Services, Inc. office in Loveland, A to Z.
The short answer
3 registered advisors work at W&S Brokerage Services, Inc. in Loveland, out of 98 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.
W&S Brokerage Services, Inc. advisors in Loveland, A to Z
Every W&S Brokerage Services, Inc. advisor →- Alexander MerrittAlso a broker rep
- Robert PallatroniAlso a broker rep
- Ryan TepeAlso a broker rep
W&S Brokerage Services, Inc. advisors in every city and state →W&S Brokerage Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
W&S Brokerage Services, Inc. advisors in other cities
Cincinnati, OH 14Findlay, OH 6Willoughby, OH 5Daniel Island, SC 4Indianapolis, IN 4Troy, MI 4Cerritos, CA 3Fort Wright, KY 3Independence, OH 3Lafayette, LA 3Las Vegas, NV 3Tampa, FL 3Westlake, TX 3Cary, NC 2Columbus, OH 2
Other firms in Loveland
All Loveland advisors →Strategic Advisers LLC 11Edward Jones 5Cetera Investment Advisers LLC 4Infinity Wealth Counsel, LLC 4Ameriprise Financial Services, LLC 3Fifth Third Securities, Inc. 3Integrity Wealth Management, LLC 3Jarvis Global Investments LLC 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does W&S Brokerage Services, Inc. have in Loveland?
3 investment adviser representatives are registered at W&S Brokerage Services, Inc. offices in Loveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is W&S Brokerage Services, Inc. one of the largest advisor employers in Loveland?
W&S Brokerage Services, Inc. ranks number 10 in Loveland by registered advisors; Strategic Advisers LLC has the most, with 11.
How do I check a W&S Brokerage Services, Inc. advisor in Loveland?
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 W&S Brokerage Services, Inc. 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.