Financial advisors in Daytona Beach, FL

114 match · page 1 of 4

Amanda Blocksom
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Lupoli
Financial advisor at Avl Advisory LLC
Avl Advisory LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Sirota
Financial advisor at Firstrust
Firstrust · $250M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Putman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Remey
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Mears
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elayne Pisarik
Financial advisor at Firstrust
Firstrust · $250M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erin Masters
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Galin Crist
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hannah Van Newkirk
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Buckley
Financial advisor at Buckley Financial Group
Buckley Financial Group · $53.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremiah Cronin
Financial advisor at Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC · $400.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Eisenberg
Financial advisor at Northwestern Mutual Investment Services,LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Zorn
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Clark
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Colombo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marcus Wooten
Financial advisor at Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC · $400.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Furman
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Koenig
Financial advisor at Firstrust
Firstrust · $250M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Libardi
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Milla Gudukas
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Darrow
Financial advisor at Strive Retirement Group
Strive Retirement Group · $6.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Devereux
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Larson
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stanley Stockhammer
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tara Bobelak
Financial advisor at Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC · $400.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Hustead
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Maxey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexis Lenssen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allison Ross
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 Daytona Beach, FL

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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Daytona Beach, FL.

How this list works

Before you hire an advisor in Daytona Beach, FL