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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wilson, WY

Every SEC-registered investment adviser representative at a firm office in Wilson, with the firms that employ the most of them.

11 registered advisors work in Wilson; the most are at Morin Private Client Group, LLC (2). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Wilson

FirmAdvisors in Wilson
Morin Private Client Group, LLC2
Coburn Barrett, LLC1
Gallatin Wealth Management LLC1
Gervais Capital Management, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Mercer Global Advisors Inc.1
Pingora Partners LLC1
Polygon Investment Management1
Robertson Stephens1

Advisors in Wilson, A to Z

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Other cities in Wyoming

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Casper 97Cheyenne 77Jackson 58Sheridan 49Gillette 30Powell 29Laramie 28Cody 22Rock Springs 13Lander 10Riverton 10Afton 7Buffalo 6Jackson Hole 6Encampment 5Evanston 5Torrington 5

Questions

How many financial advisors are in Wilson, WY?

11 investment adviser representatives are registered at firm offices in Wilson, Wyoming, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wilson?

Morin Private Client Group, LLC, with 2 registered advisors in Wilson, followed by Coburn Barrett, LLC with 1.

How do I check a financial advisor in Wilson?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.