Financial advisors in Southport, CT

59 advisors · page 2 of 2

Kevin Kocovic
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kevin Tucker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Laurie Stefanowicz
Financial advisor at B Side Partners, LLC
B Side Partners, LLC · $62.3M AUM
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Lukasz Janko
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Matthew Kennelly
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Matthew Rick
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Megan Helbig
Financial advisor at Daymark Wealth Partners, LLC
Daymark Wealth Partners, LLC · $5.04B AUM
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Melinda Lee
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Michael Ashmore
Financial advisor at Rondeivu Advisory
Rondeivu Advisory
Verified
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Michael Grennan
Financial advisor at Charter Research & Investment Group Inc
Charter Research & Investment Group Inc · $275.1M AUM
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Nicole Bouffard
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Noel Forma
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Owen Bregman
Financial advisor at Essex Financial Services, Inc.
Essex Financial Services, Inc. · $4.17B AUM
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Patrick Clark
Financial advisor at Charter Research & Investment Group Inc
Charter Research & Investment Group Inc · $275.1M AUM
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Patrick Colligan
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Patrick Fremont
Financial advisor at Fremont Wealth Management, LP
Fremont Wealth Management, LP · $37.5M AUM
Verified
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Paula Luciani
Financial advisor at Charter Research & Investment Group Inc
Charter Research & Investment Group Inc · $275.1M AUM
VerifiedFinancial planning
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Peter Courtney
Financial advisor at Calydon Capital, LLC
Calydon Capital, LLC · $3.58B AUM
Verified
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Peter Mathes
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Richard Camarda
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Robert Giannini
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Robert Vittori
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Sean Flynn
Financial advisor at Essex Financial Services, Inc.
Essex Financial Services, Inc. · $4.17B AUM
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Shane Pendley
Financial advisor at 5th Street Advisors, LLC
5th Street Advisors, LLC · $524.5M AUM
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Stephen Black
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Steven Procaccini
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Thomas Hansen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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William Dunn
Financial advisor at Charter Research & Investment Group Inc
Charter Research & Investment Group Inc · $275.1M AUM
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William Trond
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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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 Southport, CT

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 Southport, CT.

How this list works

Before you hire an advisor in Southport, CT