Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Willoughby Hills, OH
Every SEC-registered investment adviser representative at a &Partners office in Willoughby Hills, A to Z.
4 registered advisors work at &Partners in Willoughby Hills, out of 539 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
&Partners advisors in Willoughby Hills, A to Z
Every &Partners advisor →- David E. Bucholtz Jr.Certified Financial Planner · Also a broker rep
- Isaac J. BushenCertified Financial Planner · Also a broker rep
- Michael A. GermoCertified Financial Planner · Also a broker rep
- James F. Tracz Jr.Also a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4
Other firms in Willoughby Hills
All Willoughby Hills advisors →Questions
How many financial advisors does &Partners have in Willoughby Hills?
4 investment adviser representatives are registered at &Partners offices in Willoughby Hills, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Willoughby Hills?
&Partners ranks number 1 in Willoughby Hills by registered advisors, ahead of LPL Financial LLC (3).
How do I check a &Partners advisor in Willoughby Hills?
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 &Partners 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.