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Financial ADVSR advisor directory · SEC adviser records

Lakeridge Wealth Management LLC financial advisors in Mentor, OH

Every SEC-registered investment adviser representative at a Lakeridge Wealth Management LLC office in Mentor, A to Z.

5 registered advisors work at Lakeridge Wealth Management LLC in Mentor, out of 12 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Lakeridge Wealth Management LLC advisors in Mentor, A to Z

Every Lakeridge Wealth Management LLC advisor →

Lakeridge Wealth Management LLC advisors in every city and state →Lakeridge Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lakeridge Wealth Management LLC advisors in other cities

Albuquerque, NM 5Boulder, CO 1Broomfiled, CO 1

Other firms in Mentor

All Mentor advisors →

Raymond James Financial Services Advisors, Inc. 24Cetera Investment Advisers LLC 8Ameriprise Financial Services, LLC 5Edward Jones 5LPL Financial LLC 4Pfs Investments Inc. 4Fifth Third Securities, Inc. 3Valmark Advisers, Inc. 3

Questions

How many financial advisors does Lakeridge Wealth Management LLC have in Mentor?

5 investment adviser representatives are registered at Lakeridge Wealth Management LLC offices in Mentor, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Lakeridge Wealth Management LLC one of the largest advisor employers in Mentor?

Lakeridge Wealth Management LLC ranks number 5 in Mentor by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 24.

How do I check a Lakeridge Wealth Management LLC advisor in Mentor?

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 Lakeridge Wealth Management LLC 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.