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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ooltewah, TN

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

The short answer

21 registered advisors work in Ooltewah; the most are at Edward Jones (5). 3 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Ooltewah

FirmAdvisors in Ooltewah
Edward Jones news5
Genesis Investments3
Allstate Financial Advisors, LLC1
Benson Wealth Management, Inc.1
Cetera Investment Advisers LLC news1
Clp Asset Management, LLC1
Empower Advisory Group, LLC1
Infinity Financial Services Advisory1
Ip Financial Advisory Services LLC1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Providence Squared LLC1
Transamerica Retirement Advisors, LLC1
Truist Advisory Services, Inc. news1
Voya Financial Advisors, Inc.1

Advisors in Ooltewah, A to Z

CFP advisors in Ooltewah →

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 Ooltewah, TN?

21 investment adviser representatives are registered at firm offices in Ooltewah, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Ooltewah?

Edward Jones, with 5 registered advisors in Ooltewah, followed by Genesis Investments with 3.

How do I check a financial advisor in Ooltewah?

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.