Financial ADVSR advisor directory · SEC adviser records
Paul R. Ried Financial Group, LLC financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Paul R. Ried Financial Group, LLC office in Bellevue, A to Z.
The short answer
8 registered advisors work at Paul R. Ried Financial Group, LLC in Bellevue, out of 8 at the firm nationwide; it ranks number 43 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Paul R. Ried Financial Group, LLC advisors in Bellevue, A to Z
Every Paul R. Ried Financial Group, LLC advisor →- Adam JordanInvestment adviser rep
- Timothy R. KimmelCertified Financial Planner
- Kelly A. KolstadCertified Financial Planner
- Georgia A. MaloyInvestment adviser rep
- Jason P. MillerInvestment adviser rep
- Kenneth W. PowellCertified Financial Planner
- Paul R. RiedCertified Financial Planner
- Daniel Y. ShenInvestment adviser rep
Paul R. Ried Financial Group, LLC advisors in every city and state →Paul R. Ried Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 108Wells Fargo Clearing Services, LLC 86Coldstream Wealth Management 82Equitable Advisors, LLC 78UBS Financial Services Inc. 69Ameriprise Financial Services, LLC 55Morgan Stanley 47Strategic Advisers LLC 44Transamerica Financial Advisors, LLC 37LPL Financial LLC 35Charles Schwab & Co., Inc. 32Oppenheimer & Co. Inc. 28
Questions
How many financial advisors does Paul R. Ried Financial Group, LLC have in Bellevue?
8 investment adviser representatives are registered at Paul R. Ried Financial Group, LLC offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Paul R. Ried Financial Group, LLC one of the largest advisor employers in Bellevue?
Paul R. Ried Financial Group, LLC ranks number 43 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 108.
How do I check a Paul R. Ried Financial Group, LLC advisor in Bellevue?
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 Paul R. Ried Financial Group, 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.