Financial ADVSR advisor directory · SEC adviser records
Balance Wealth financial advisors in Worthington, OH
Every SEC-registered investment adviser representative at a Balance Wealth office in Worthington, A to Z.
6 registered advisors work at Balance Wealth in Worthington, out of 8 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Balance Wealth advisors in Worthington, A to Z
Every Balance Wealth advisor →- Shaun T. CarneyCertified Financial Planner
- Robert J. GavlakCertified Financial Planner
- Nicholas C. GookinInvestment adviser rep
- Nora C. LamendolaInvestment adviser rep
- Timothy J. PowerInvestment adviser rep
- Larry E. ThompsonInvestment adviser rep
Balance Wealth advisors in every city and state →Balance Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Balance Wealth advisors in other cities
Other firms in Worthington
All Worthington advisors →Pfs Investments Inc. 32Ameriprise Financial Services, LLC 19LPL Financial LLC 9Osaic Wealth, Inc. 7Raymond James Financial Services Advisors, Inc. 6Thrivent Investment Management Inc. 6Equitable Advisors, LLC 5Ameritas Advisory Services, LLC 4Edward Jones 3Kestra Advisory Services, LLC 3Royal Oak Financial Group 3Stratos Wealth Partners, Ltd. 3
Questions
How many financial advisors does Balance Wealth have in Worthington?
6 investment adviser representatives are registered at Balance Wealth offices in Worthington, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Balance Wealth one of the largest advisor employers in Worthington?
Balance Wealth ranks number 5 in Worthington by registered advisors; Pfs Investments Inc. has the most, with 32.
How do I check a Balance Wealth advisor in Worthington?
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 Balance Wealth 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.