Financial ADVSR advisor directory · SEC adviser records
Ceva Advisors financial advisors in Woodinville, WA
Every SEC-registered investment adviser representative at a Ceva Advisors office in Woodinville, A to Z.
The short answer
3 registered advisors work at Ceva Advisors in Woodinville, 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.
Ceva Advisors advisors in Woodinville, A to Z
Every Ceva Advisors advisor →- Benjamin S. EnglundInvestment adviser rep
- Shaina N. EnglundInvestment adviser rep
- Roman D. SkurdalInvestment adviser rep
Ceva Advisors advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Woodinville
All Woodinville advisors →Edward Jones 4Helmsman Financial Group, LLC 3Strategic Advisers LLC 3
Questions
How many financial advisors does Ceva Advisors have in Woodinville?
3 investment adviser representatives are registered at Ceva Advisors offices in Woodinville, Washington, 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 Ceva Advisors one of the largest advisor employers in Woodinville?
Ceva Advisors ranks number 2 in Woodinville by registered advisors; Edward Jones has the most, with 4.
How do I check a Ceva Advisors advisor in Woodinville?
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 Ceva Advisors 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.