Financial advisors in Gainesville, FL

27 match

Ashley Banks
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Gallagher
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Watson
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caroline Holloway
Financial advisor at Ars Wealth Advisors
Ars Wealth Advisors · $1.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Chadwick
Financial advisor at Total Clarity Wealth Management, Inc
Total Clarity Wealth Management, Inc · $755.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francis Flores
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Grooms
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Holly Donaldson
Financial advisor at Holly Donaldson Financial Planning, LLC
Holly Donaldson Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Curbow
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Merchant
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Sacks
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Abernethy
Financial advisor at Synchronous Wealth Advisors LLC
Synchronous Wealth Advisors LLC · $286.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Judson Mallini
Financial advisor at Together Planning
Together Planning · $176M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Klein
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lia Bertelson
Financial advisor at Together Planning
Together Planning · $176M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Wisniewski
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marlon Awuma
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Gracy
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mitchell Hay
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Reagan Potts
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ruby Watson
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shannon Reintgen
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Walker II
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Roark
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Chacon
Financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC
Chacon Diaz & Di Virgilio Wealth Management, LLC · $90.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Bryant
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Rossi
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
CFP®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 Gainesville, 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.

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Financial advisors in Gainesville, FL.

How this list works

Before you hire an advisor in Gainesville, FL