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Financial ADVSR advisor directory · SEC adviser records

Provident Trust Company financial advisors in Waukesha, WI

Every SEC-registered investment adviser representative at a Provident Trust Company office in Waukesha, A to Z.

The short answer

5 registered advisors work at Provident Trust Company in Waukesha, out of 5 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Provident Trust Company advisors in Waukesha, A to Z

Every Provident Trust Company advisor →

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Other firms in Waukesha

All Waukesha advisors →

Global View Capital Management LLC 60Morgan Stanley 45Robert W. Baird & Co. Incorporated 44Wells Fargo Clearing Services, LLC 21Ellenbecker Investment Group 20Raymond James & Associates, Inc. 18Edward Jones 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Thrivent Investment Management Inc. 14Dana Investment Advisors Inc. 13

Questions

How many financial advisors does Provident Trust Company have in Waukesha?

5 investment adviser representatives are registered at Provident Trust Company offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Provident Trust Company one of the largest advisor employers in Waukesha?

Provident Trust Company ranks number 22 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 60.

How do I check a Provident Trust Company advisor in Waukesha?

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 Provident Trust Company 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.