Financial ADVSR advisor directory · SEC adviser records
Founders Financial Alliance, LLC financial advisors in Wheeling, WV
Every SEC-registered investment adviser representative at a Founders Financial Alliance, LLC office in Wheeling, A to Z.
The short answer
4 registered advisors work at Founders Financial Alliance, LLC in Wheeling, out of 29 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Founders Financial Alliance, LLC advisors in Wheeling, A to Z
Every Founders Financial Alliance, LLC advisor →- Heather N. DefrancoAlso a broker rep
- Joshua B. SchmalzAlso a broker rep
- Derek R. SimpsonAlso a broker rep
- Bruce N. TrushelChartered Financial Consultant · Also a broker rep
Founders Financial Alliance, LLC advisors in every city and state →Founders Financial Alliance, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Founders Financial Alliance, LLC advisors in other cities
Raleigh, NC 13Pinehurst, NC 2Albuquerque, NM 1Bermuda Run, NC 1Cary, NC 1Chapel Hill, NC 1Durham, NC 1Fuquay Varina, NC 1Greenville, NC 1Holly Springs, NC 1Sarasota, FL 1St. Petersburg, FL 1
Other firms in Wheeling
All Wheeling advisors →Wesbanco Securities, Inc. 20McKinley Carter Wealth Services, Inc. 14Hazlett, Burt & Watson, Inc. 10Wells Fargo Advisors Financial Network, LLC 7LPL Financial LLC 5Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Founders Financial Alliance, LLC have in Wheeling?
4 investment adviser representatives are registered at Founders Financial Alliance, LLC offices in Wheeling, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 29 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Founders Financial Alliance, LLC one of the largest advisor employers in Wheeling?
Founders Financial Alliance, LLC ranks number 6 in Wheeling by registered advisors; Wesbanco Securities, Inc. has the most, with 20.
How do I check a Founders Financial Alliance, LLC advisor in Wheeling?
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 Founders Financial Alliance, 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.