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Financial ADVSR advisor directory · SEC adviser records

Royal Oak Financial Group financial advisors in Worthington, OH

Every SEC-registered investment adviser representative at a Royal Oak Financial Group office in Worthington, A to Z.

The short answer

3 registered advisors work at Royal Oak Financial Group in Worthington, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Royal Oak Financial Group advisors in Worthington, A to Z

Every Royal Oak Financial Group advisor →

Royal Oak Financial Group advisors in every city and state →Royal Oak Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Worthington

All Worthington advisors →

Pfs Investments Inc. 32Ameriprise Financial Services, LLC 19LPL Financial LLC 9Osaic Wealth, Inc. 7Balance Wealth 6Raymond James Financial Services Advisors, Inc. 6Thrivent Investment Management Inc. 6Equitable Advisors, LLC 5Ameritas Advisory Services, LLC 4Edward Jones 3Kestra Advisory Services, LLC 3Stratos Wealth Partners, Ltd. 3

Questions

How many financial advisors does Royal Oak Financial Group have in Worthington?

3 investment adviser representatives are registered at Royal Oak Financial Group offices in Worthington, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Royal Oak Financial Group one of the largest advisor employers in Worthington?

Royal Oak Financial Group ranks number 12 in Worthington by registered advisors; Pfs Investments Inc. has the most, with 32.

How do I check a Royal Oak Financial Group 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 Royal Oak Financial Group 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.