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Financial ADVSR advisor directory · SEC adviser records

Hoxton Planning & Management, LLC financial advisors in Shepherdstown, WV

Every SEC-registered investment adviser representative at a Hoxton Planning & Management, LLC office in Shepherdstown, A to Z.

The short answer

5 registered advisors work at Hoxton Planning & Management, LLC in Shepherdstown, out of 5 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Hoxton Planning & Management, LLC advisors in Shepherdstown, A to Z

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Questions

How many financial advisors does Hoxton Planning & Management, LLC have in Shepherdstown?

5 investment adviser representatives are registered at Hoxton Planning & Management, LLC offices in Shepherdstown, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Hoxton Planning & Management, LLC one of the largest advisor employers in Shepherdstown?

Hoxton Planning & Management, LLC ranks number 1 in Shepherdstown by registered advisors, ahead of every other firm.

How do I check a Hoxton Planning & Management, LLC advisor in Shepherdstown?

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 Hoxton Planning & Management, 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.