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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Morristown, TN

Every SEC-registered investment adviser representative at a firm office in Morristown, with the firms that employ the most of them.

24 registered advisors work in Morristown; the most are at Wells Fargo Clearing Services, LLC (5). 6 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Morristown

FirmAdvisors in Morristown
Wells Fargo Clearing Services, LLC news5
Edward Jones news4
Benjamin F. Edwards & Company, Inc.3
LPL Financial LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
State Farm Investment Management Corp.2
Cetera Investment Advisers LLC news1
Creative Financial Designs, Inc.1
Osaic Wealth, Inc. news1
Tvamp, LLC1
Wmg Financial Advisors, LLC1

Advisors in Morristown, A to Z

CFP advisors in Morristown →

Other cities in Tennessee

All of Tennessee →

Nashville 1,081Memphis 811Knoxville 743Franklin 671Brentwood 503Chattanooga 415Germantown 145Murfreesboro 141Johnson City 123Jackson 80Clarksville 79Cookeville 65Kingsport 63Hendersonville 61Collierville 53Maryville 51Gallatin 40Cleveland 39Columbia 39Lebanon 33Hixson 32Cordova 29Mount Juliet 29Goodlettsville 28

Questions

How many financial advisors are in Morristown, TN?

24 investment adviser representatives are registered at firm offices in Morristown, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Morristown?

Wells Fargo Clearing Services, LLC, with 5 registered advisors in Morristown, followed by Edward Jones with 4.

How do I check a financial advisor in Morristown?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.