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Financial ADVSR advisor directory · SEC adviser records

Spc financial advisors in Toledo, OH

Every SEC-registered investment adviser representative at a Spc office in Toledo, A to Z.

4 registered advisors work at Spc in Toledo, out of 441 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Spc advisors in Toledo, A to Z

Every Spc advisor →

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

Spc advisors in other cities

Ann Arbor, MI 191Novi, MI 5Allen Park, MI 4Colorado Springs, CO 4Lansing, MI 4Mount Prospect, IL 4Plymouth Meeting, PA 4Troy, MI 4Costa Mesa, CA 3Grand Rapids, MI 3Irvine, CA 3Lebanon, PA 3Okemos, MI 3Plymouth, MI 3Saginaw, MI 3

Other firms in Toledo

All Toledo advisors →

Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8

Questions

How many financial advisors does Spc have in Toledo?

4 investment adviser representatives are registered at Spc offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 441 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Spc one of the largest advisor employers in Toledo?

Spc ranks number 24 in Toledo by registered advisors; Morgan Stanley has the most, with 31.

How do I check a Spc advisor in Toledo?

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 Spc 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.