Financial advisors in Lake Mary, FL

112 match · page 2 of 4

Ashley Henderson
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
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Benjamin Sullivan
Financial advisor at Collaborative Wealth
Collaborative Wealth · $653.3M AUM
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Brent Sheppard
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Carlos Dias
Financial advisor at Dias Wealth, LLC
Dias Wealth, LLC · $8.4M AUM
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Caroline Johnson
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
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Chad Justice
Financial advisor at Collaborative Wealth
Collaborative Wealth · $653.3M AUM
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Chandler Altman
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Christopher Skees
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher Steel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Cindy Mayfield
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
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Daniel Digiacomo
Financial advisor at Captrust
Captrust · $1.24T AUM
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David Batman
Financial advisor at Batman Wealth Management, LLC
Batman Wealth Management, LLC · $22.4M AUM
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Deborah Turner
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Douglas Jones
Financial advisor at Collaborative Wealth
Collaborative Wealth · $653.3M AUM
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Edwin Alicea
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
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Elizabeth Baker
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
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Geoffrey Voorhees
Financial advisor at Familywealth
Familywealth · $394.6M AUM
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Gladys Green
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Habib Anwar
Financial advisor at Shariaportfolio, Inc.
Shariaportfolio, Inc. · $3.01B AUM
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Hieu Nguyen
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Ishaq Mohiuddin
Financial advisor at Shariaportfolio, Inc.
Shariaportfolio, Inc. · $3.01B AUM
VerifiedFinancial planning
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Jack Edwards
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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James Petrusky
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Jaren Holmes
Financial advisor at Collaborative Wealth
Collaborative Wealth · $653.3M AUM
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Jason Thornton
Financial advisor at Integrity Advisory Solutions
Integrity Advisory Solutions · $1.1B AUM
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Jayar Williams
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jeffrey Hovermale
Financial advisor at Robo Advisor, Inc.
Robo Advisor, Inc.
VerifiedFinancial planning
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John Ajwani
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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John Burmester
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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John Murphy
Financial advisor at Qtr Family Wealth, LLC
Qtr Family Wealth, LLC · $749.3M 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 Lake Mary, 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 Lake Mary, FL.

How this list works

Before you hire an advisor in Lake Mary, FL