Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Memphis, TN
Every SEC-registered investment adviser representative at a Mariner office in Memphis, A to Z.
3 registered advisors work at Mariner in Memphis, out of 941 at the firm nationwide; it ranks number 58 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in Memphis, A to Z
Every Mariner advisor →- Wade BilbreyCertified Financial Planner
- James R. ColeCertified Financial Planner, Chartered Financial Consultant
- Lyndsey A. PareCertified Financial Planner
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14
Other firms in Memphis
All Memphis advisors →Raymond James & Associates, Inc. 111MML Investors Services, LLC 59LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 32UBS Financial Services Inc. 32Raymond James Financial Services Advisors, Inc. 26Wells Fargo Clearing Services, LLC 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Legacy Wealth Management, LLC 15Kelman Lazarov Inc. 12
Questions
How many financial advisors does Mariner have in Memphis?
3 investment adviser representatives are registered at Mariner offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Memphis?
Mariner ranks number 58 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 111.
How do I check a Mariner advisor in Memphis?
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 Mariner 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.