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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Seven Hills, OH

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

17 registered advisors work in Seven Hills; the most are at Ameriprise Financial Services, LLC (9). 0 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Seven Hills

FirmAdvisors in Seven Hills
Ameriprise Financial Services, LLC news9
Edward Jones news2
Equitable Advisors, LLC news2
J.P. Morgan Securities LLC news1
Sr Financial Services, Inc.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Seven Hills, A to Z

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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 Seven Hills, OH?

17 investment adviser representatives are registered at firm offices in Seven Hills, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Seven Hills?

Ameriprise Financial Services, LLC, with 9 registered advisors in Seven Hills, followed by Edward Jones with 2.

How do I check a financial advisor in Seven Hills?

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.