Financial advisors in New Albany, OH

71 match · page 2 of 3

James Simpson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jason Job
Financial advisor at Vela Investment Management, LLC
Vela Investment Management, LLC · $562.9M AUM
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Jason Lee
Financial advisor at Spc
Spc · $6.1B AUM
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Jason McQuown
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jeffrey Simpson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jeremy Fleming
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Gustafson
Financial advisor at Palmetto Wealth Management, LLC
Palmetto Wealth Management, LLC · $32.4M AUM
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Jon Morgan
Financial advisor at Lido
Lido · $42.5B AUM
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Joseph Marshall
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Joseph Shih
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Karin Aey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kathryn Kahn
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kathryn Ufferman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kurt Fulmer
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Leslie Brown
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Lewis Shore
Financial advisor at Lido
Lido · $42.5B AUM
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Lisa Bonner
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Ludgenane Schmidt
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Matthew Casey
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
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Matthew Sands
Financial advisor at Elevate Wealth Management
Elevate Wealth Management
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Michael Platte
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michael Vellucci
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
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Nicholas Giardina
Financial advisor at Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc. · $1.36B AUM
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Nicholas Rinker
Financial advisor at Vela Investment Management, LLC
Vela Investment Management, LLC · $562.9M AUM
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Nicholas Tilson
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Nicole Bainbridge
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Patrick Clark
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Patrick Dundon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Peyton Miller
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
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Robert Kauffman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in New Albany, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in New Albany, OH.

How this list works

Before you hire an advisor in New Albany, OH