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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oakland, TN

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

5 registered advisors work in Oakland; the most are at Quint Capital Corporation (2). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Oakland

FirmAdvisors in Oakland
Quint Capital Corporation2
Edward Jones news1
State Farm Investment Management Corp.1
Stephens1

Advisors in Oakland, A to Z

Search all of Tennessee →

Other cities in Tennessee

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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 Oakland, TN?

5 investment adviser representatives are registered at firm offices in Oakland, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oakland?

Quint Capital Corporation, with 2 registered advisors in Oakland, followed by Edward Jones with 1.

How do I check a financial advisor in Oakland?

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.