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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Essex Junction, VT

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

The short answer

11 registered advisors work in Essex Junction; the most are at Edward Jones (4). 2 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Essex Junction

FirmAdvisors in Essex Junction
Edward Jones news4
Newedge Advisors2
State Farm Investment Management Corp.2
Dwv Advisors, LLC1
LPL Financial LLC news1
Pfs Investments Inc.1

Advisors in Essex Junction, A to Z

CFP advisors in Essex Junction →

Other cities in Vermont

All of Vermont →

Colchester 119Burlington 105South Burlington 74Montpelier 48Rutland 35Williston 31Barre 25Brattleboro 17Middlebury 15Shelburne 14Manchester Center 13Stowe 13Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5Woodstock 5

Questions

How many financial advisors are in Essex Junction, VT?

11 investment adviser representatives are registered at firm offices in Essex Junction, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Essex Junction?

Edward Jones, with 4 registered advisors in Essex Junction, followed by Newedge Advisors with 2.

How do I check a financial advisor in Essex Junction?

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.