Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Franklin, TN
Every SEC-registered investment adviser representative at a Corient office in Franklin, A to Z.
9 registered advisors work at Corient in Franklin, out of 655 at the firm nationwide; it ranks number 21 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Franklin, A to Z
Every Corient advisor →- Caleb A. AlexanderInvestment adviser rep
- Blake E. HarrisonPersonal Financial Specialist
- Jennifer P. HortonCertified Financial Planner
- Drew K. O'ConnorCertified Financial Planner, Chartered Financial Analyst
- Timothy J. PagliaraInvestment adviser rep
- Michael D. ShahanCertified Financial Planner
- Hillary M. StalkerCertified Financial Planner
- Michael H. VaughtInvestment adviser rep
- Phoebe J. VenableChartered Financial Analyst
Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient advisors in other cities
New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17
Other firms in Franklin
All Franklin advisors →Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Charles Schwab & Co., Inc. 17Abound Wealth Management, LLC 15
Questions
How many financial advisors does Corient have in Franklin?
9 investment adviser representatives are registered at Corient offices in Franklin, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Franklin?
Corient ranks number 21 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.
How do I check a Corient advisor in Franklin?
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 Corient 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.