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Financial ADVSR advisor directory · SEC adviser records

Shaffer Capital financial advisors in Westerville, OH

Every SEC-registered investment adviser representative at a Shaffer Capital office in Westerville, A to Z.

4 registered advisors work at Shaffer Capital in Westerville, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Shaffer Capital advisors in Westerville, A to Z

Every Shaffer Capital advisor →

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

Other firms in Westerville

All Westerville advisors →

LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3

Questions

How many financial advisors does Shaffer Capital have in Westerville?

4 investment adviser representatives are registered at Shaffer Capital offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Shaffer Capital one of the largest advisor employers in Westerville?

Shaffer Capital ranks number 7 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Shaffer Capital advisor in Westerville?

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 Shaffer Capital 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.