Financial ADVSR advisor directory · SEC adviser records
Roan Capital Partners financial advisors in Johnson City, TN
Every SEC-registered investment adviser representative at a Roan Capital Partners office in Johnson City, A to Z.
The short answer
3 registered advisors work at Roan Capital Partners in Johnson City, 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.
Roan Capital Partners advisors in Johnson City, A to Z
Every Roan Capital Partners advisor →- Joy L. GarlandInvestment adviser rep
- Jeffrey P. KastnerInvestment adviser rep
- Rebekah L. Taylor BurtonCertified Financial Planner
Roan Capital Partners advisors in every city and state →Roan Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Johnson City
All Johnson City advisors →LPL Financial LLC 20Edward Jones 12Strategic Advisers LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 9UBS Financial Services Inc. 8Bcs Wealth Management, LLC 7Guardian Wealth Advisors, LLC 6Values First Advisors, Inc. 6Stifel, Nicolaus & Company, Incorporated 5Wells Fargo Clearing Services, LLC 5Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Roan Capital Partners have in Johnson City?
3 investment adviser representatives are registered at Roan Capital Partners offices in Johnson City, Tennessee, 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 Roan Capital Partners one of the largest advisor employers in Johnson City?
Roan Capital Partners ranks number 12 in Johnson City by registered advisors; LPL Financial LLC has the most, with 20.
How do I check a Roan Capital Partners advisor in Johnson City?
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 Roan Capital Partners 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.