Financial advisors in Lake Mary, FL

112 match · page 4 of 4

Richard Ferrer
Financial advisor at Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. · $32M AUM
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Robert Ross
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Robert Wolfe
Financial advisor at G. A. Repple & Company
Mml Investors Services, LLC · $115.64B AUM
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Ryan Arnold
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Scott Blincoe
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Sean Parkes
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Shafaq Kazi
Financial advisor at Shariaportfolio, Inc.
Shariaportfolio, Inc. · $3.01B AUM
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Shannon Hill
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Shawn Jiles
Financial advisor at Cyndeo Wealth Partners
Cyndeo Wealth Partners · $3.15B AUM
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Shawn Smith
Financial advisor at Collaborative Wealth
Collaborative Wealth · $653.3M AUM
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Suzette Davis
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Sydney Jamieson
Financial advisor at Captrust
Captrust · $1.24T AUM
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Taylor Bauerle
Financial advisor at Captrust
Captrust · $1.24T AUM
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Tiffany King
Financial advisor at Symphony Financial Team
Symphony Financial Team
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Tyler Jones
Financial advisor at Financial Life Designs LLC
Financial Life Designs LLC · $37.7M AUM
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Victoria Miller
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Wayne Bartolacci
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Wesley Hunter
Financial advisor at Qtr Family Wealth, LLC
Qtr Family Wealth, LLC · $749.3M AUM
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Wilbert Oakley
Financial advisor at Familywealth
Familywealth · $394.6M AUM
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William Allen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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William Brooks
Financial advisor at Virtue Capital Management, LLC
Virtue Capital Management, LLC · $1.31B AUM
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William Freeman
Financial advisor at Qtr Family Wealth, LLC
Qtr Family Wealth, LLC · $749.3M AUM
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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