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Financial ADVSR advisor directory · SEC adviser records

Partners In Financial Planning, LLC financial advisors in Salem, VA

Every SEC-registered investment adviser representative at a Partners In Financial Planning, LLC office in Salem, A to Z.

The short answer

5 registered advisors work at Partners In Financial Planning, LLC in Salem, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Partners In Financial Planning, LLC advisors in Salem, A to Z

Every Partners In Financial Planning, LLC advisor →

Partners In Financial Planning, LLC advisors in every city and state →Partners In Financial Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Salem

All Salem advisors →

Edward Jones 12

Questions

How many financial advisors does Partners In Financial Planning, LLC have in Salem?

5 investment adviser representatives are registered at Partners In Financial Planning, LLC offices in Salem, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Partners In Financial Planning, LLC one of the largest advisor employers in Salem?

Partners In Financial Planning, LLC ranks number 2 in Salem by registered advisors; Edward Jones has the most, with 12.

How do I check a Partners In Financial Planning, LLC advisor in Salem?

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 Partners In Financial Planning, LLC 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.