LPL Financial
30yrs
Top advisor by experience in Berlin
Financial advisors in Berlin, CT
Looking for a financial advisor in Berlin, CT? We list 13 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
13Advisors with offices here
21Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: LPL Financial (3), Cambridge Investment Research Advisors (3), Commonwealth Financial Network (2).
Nearby: East Berlin, New Britain, Cromwell, Rocky Hill, Middletown, Southington, Meriden, Plainville.
Commonwealth Financial Network
30yrs
Top 15% by experience in Berlin
Commonwealth Financial Network
29yrs
Top 17% by experience nationwide
Cambridge Investment Research Advisors
28yrs
Top 21% by experience nationwide
LPL Financial
23yrs
More experience than 67% of advisors nationwide
Raymond James & Associates
21yrs
More experience than 63% of advisors nationwide
LPL Financial
21yrs
More experience than 63% of advisors nationwide
Thrivent Investment Management
20yrs
Top 25% by experience at Thrivent Investment Management
Cambridge Investment Research Advisors
11yrs
11 years in the industry
Cambridge Investment Research Advisors
10yrs
10 years in the industry
Edward Jones
9yrs
9 years in the industry
Edward Jones
New
New to the profession
Thrivent Investment Management
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.