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Financial ADVSR advisor directory · SEC adviser records

Yfp Wealth financial advisors in New Albany, OH

Every SEC-registered investment adviser representative at a Yfp Wealth office in New Albany, A to Z.

3 registered advisors work at Yfp Wealth in New Albany, out of 4 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Yfp Wealth advisors in New Albany, A to Z

Every Yfp Wealth advisor →

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

Yfp Wealth advisors in other cities

Berry, AL 1

Other firms in New Albany

All New Albany advisors →

UBS Financial Services Inc. 9Morgan Stanley 7MML Investors Services, LLC 6Lido 5Wells Fargo Advisors Financial Network, LLC 5Ameriprise Financial Services, LLC 4LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4Columbus Investment Advisory Inc. 3Edward Jones 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Yfp Wealth have in New Albany?

3 investment adviser representatives are registered at Yfp Wealth offices in New Albany, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Yfp Wealth one of the largest advisor employers in New Albany?

Yfp Wealth ranks number 12 in New Albany by registered advisors; UBS Financial Services Inc. has the most, with 9.

How do I check a Yfp Wealth advisor in New Albany?

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 Yfp Wealth 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.