Financial ADVSR advisor directory · SEC adviser records
Financial advisors in White River Junction, VT
Every SEC-registered investment adviser representative at a firm office in White River Junction, with the firms that employ the most of them.
5 registered advisors work in White River Junction; the most are at Edward Jones (2). 2 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in White River Junction
| Firm | Advisors in White River Junction |
|---|---|
| Edward Jones news | 2 |
| Ima Advisory Services, Inc. | 2 |
| Trg Investment Advisors, LLC | 2 |
| Fenwick Investments, LLC | 1 |
Advisors in White River Junction, A to Z
CFP advisors in White River Junction →- Carl G. Bulgini IIIFenwick Investments, LLC · Certified Financial Planner
- Steven T. BurnettIma Advisory Services, Inc.
- Dennis M. GambinoTrg Investment Advisors, LLC
- Ryan M. LacroixEdward Jones · Certified Financial Planner
- Scott M. RizzoEdward Jones
Other cities in Vermont
All of Vermont →Colchester 119Burlington 105South Burlington 74Montpelier 48Rutland 35Williston 31Barre 25Brattleboro 17Middlebury 15Shelburne 14Manchester Center 13Stowe 13Essex Junction 11Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5Woodstock 5
Questions
How many financial advisors are in White River Junction, VT?
5 investment adviser representatives are registered at firm offices in White River Junction, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in White River Junction?
Edward Jones, with 2 registered advisors in White River Junction, followed by Ima Advisory Services, Inc. with 2.
How do I check a financial advisor in White River 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.