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Financial ADVSR advisor directory · SEC adviser records

U.S. Bancorp Advisors, LLC financial advisors in Westerville, OH

Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in Westerville, A to Z.

The short answer

3 registered advisors work at U.S. Bancorp Advisors, LLC in Westerville, out of 988 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

U.S. Bancorp Advisors, LLC advisors in Westerville, A to Z

Every U.S. Bancorp Advisors, LLC advisor →

U.S. Bancorp Advisors, LLC advisors in every city and state →U.S. Bancorp Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

U.S. Bancorp Advisors, LLC advisors in other cities

Saint Paul, MN 87Cincinnati, OH 28Minneapolis, MN 24Seattle, WA 18San Diego, CA 17Glendale, CA 16Portland, OR 16Tempe, AZ 16Chicago, IL 14Gresham, OR 14Irvine, CA 14Los Angeles, CA 14Milwaukee, WI 11San Francisco, CA 11Denver, CO 8

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 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3

Questions

How many financial advisors does U.S. Bancorp Advisors, LLC have in Westerville?

3 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 988 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is U.S. Bancorp Advisors, LLC one of the largest advisor employers in Westerville?

U.S. Bancorp Advisors, LLC ranks number 22 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a U.S. Bancorp Advisors, LLC 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 U.S. Bancorp Advisors, LLC 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.