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Financial ADVSR advisor directory · SEC adviser records

Wallick Investments, LLC financial advisors in Columbia, SC

Every SEC-registered investment adviser representative at a Wallick Investments, LLC office in Columbia, A to Z.

The short answer

3 registered advisors work at Wallick Investments, LLC in Columbia, out of 3 at the firm nationwide; it ranks number 42 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wallick Investments, LLC advisors in Columbia, A to Z

Every Wallick Investments, LLC advisor →

Wallick Investments, LLC advisors in every city and state →Wallick Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Columbia

All Columbia advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12

Questions

How many financial advisors does Wallick Investments, LLC have in Columbia?

3 investment adviser representatives are registered at Wallick Investments, LLC offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wallick Investments, LLC one of the largest advisor employers in Columbia?

Wallick Investments, LLC ranks number 42 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.

How do I check a Wallick Investments, LLC advisor in Columbia?

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 Wallick Investments, 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.