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Financial ADVSR advisor directory · SEC adviser records

Integrated Wealth Management, Inc. financial advisors in Uniontown, OH

Every SEC-registered investment adviser representative at a Integrated Wealth Management, Inc. office in Uniontown, A to Z.

7 registered advisors work at Integrated Wealth Management, Inc. in Uniontown, out of 7 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Integrated Wealth Management, Inc. advisors in Uniontown, A to Z

Every Integrated Wealth Management, Inc. advisor →

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

Other firms in Uniontown

All Uniontown advisors →

Captrust 14Edward Jones 6LPL Enterprise, LLC 6Raymond James Financial Services Advisors, Inc. 4J.P. Morgan Securities LLC 3MML Investors Services, LLC 3Sobitz Financial Group, LLC 3

Questions

How many financial advisors does Integrated Wealth Management, Inc. have in Uniontown?

7 investment adviser representatives are registered at Integrated Wealth Management, Inc. offices in Uniontown, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Integrated Wealth Management, Inc. one of the largest advisor employers in Uniontown?

Integrated Wealth Management, Inc. ranks number 2 in Uniontown by registered advisors; Captrust has the most, with 14.

How do I check a Integrated Wealth Management, Inc. advisor in Uniontown?

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 Integrated Wealth Management, Inc. 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.