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Financial ADVSR advisor directory · SEC adviser records

Invest Capital Partners financial advisors in Springboro, OH

Every SEC-registered investment adviser representative at a Invest Capital Partners office in Springboro, A to Z.

The short answer

7 registered advisors work at Invest Capital Partners in Springboro, out of 9 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Invest Capital Partners advisors in Springboro, A to Z

Every Invest Capital Partners advisor →

Invest Capital Partners advisors in every city and state →Invest Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Invest Capital Partners advisors in other cities

Columbus, OH 1Granville, OH 1

Other firms in Springboro

All Springboro advisors →

Edward Jones 4Kiplinger Wealth Advisors 4Fifth Third Securities, Inc. 3Financial Counseling, Inc. 3

Questions

How many financial advisors does Invest Capital Partners have in Springboro?

7 investment adviser representatives are registered at Invest Capital Partners offices in Springboro, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Invest Capital Partners one of the largest advisor employers in Springboro?

Invest Capital Partners ranks number 1 in Springboro by registered advisors, ahead of Edward Jones (4).

How do I check a Invest Capital Partners advisor in Springboro?

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 Invest Capital Partners 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.