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Financial ADVSR advisor directory · SEC adviser records

Genesis Investments financial advisors in Ooltewah, TN

Every SEC-registered investment adviser representative at a Genesis Investments office in Ooltewah, A to Z.

The short answer

3 registered advisors work at Genesis Investments in Ooltewah, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Genesis Investments advisors in Ooltewah, A to Z

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Edward Jones 5

Questions

How many financial advisors does Genesis Investments have in Ooltewah?

3 investment adviser representatives are registered at Genesis Investments offices in Ooltewah, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Genesis Investments one of the largest advisor employers in Ooltewah?

Genesis Investments ranks number 2 in Ooltewah by registered advisors; Edward Jones has the most, with 5.

How do I check a Genesis Investments advisor in Ooltewah?

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 Genesis Investments 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.