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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vermilion, OH

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

The short answer

7 registered advisors work in Vermilion; the most are at Edward Jones (5). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Vermilion

FirmAdvisors in Vermilion
Edward Jones news5
Kestra Private Wealth Services, LLC news1
Key Investment Services LLC1

Advisors in Vermilion, A to Z

CFP advisors in Vermilion →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Vermilion, OH?

7 investment adviser representatives are registered at firm offices in Vermilion, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Vermilion?

Edward Jones, with 5 registered advisors in Vermilion, followed by Kestra Private Wealth Services, LLC with 1.

How do I check a financial advisor in Vermilion?

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.