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Financial ADVSR advisor directory · SEC adviser records

Sowa Financial Group financial advisors in Lincoln, RI

Every SEC-registered investment adviser representative at a Sowa Financial Group office in Lincoln, A to Z.

The short answer

4 registered advisors work at Sowa Financial Group in Lincoln, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 2 are also registered broker representatives.

Sowa Financial Group advisors in Lincoln, A to Z

Every Sowa Financial Group advisor →

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

Other firms in Lincoln

All Lincoln advisors →

LPL Enterprise, LLC 4Commonwealth Financial Network 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Strategic Advisers LLC 3

Questions

How many financial advisors does Sowa Financial Group have in Lincoln?

4 investment adviser representatives are registered at Sowa Financial Group offices in Lincoln, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.

Is Sowa Financial Group one of the largest advisor employers in Lincoln?

Sowa Financial Group ranks number 2 in Lincoln by registered advisors; LPL Enterprise, LLC has the most, with 4.

How do I check a Sowa Financial Group advisor in Lincoln?

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 Sowa 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.