Financial advisors in Middletown, DE

20 match

Carlos Ward
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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David Iobst
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Remo Orsini
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Candice Gilman
Financial advisor at Stirlingshire Investments
Stirlingshire Investments · $244.6M AUM
Verified
View page Check on SEC IAPD ↗
Christopher Fantano
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denise Devine
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Janvier
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Froilan Brittingham
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Henry Gawel
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Elias
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hilmer
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Josephina Reyes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Obrien
Financial advisor at Root Financial Partners
Root Financial Partners · $2.15B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Keith Garland
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Riley
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Simpson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Davis
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Silk Hedges
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Lambert
Financial advisor at Investment Management & Planning LLC
Investment Management & Planning LLC · $238.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Middletown, DE

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 Middletown, DE.

How this list works

Before you hire an advisor in Middletown, DE