Financial advisors in Lakeland, FL

212 advisors · page 4 of 8

Giexy Reyes
Financial advisor at Iliad Wealth Solutions
Iliad Wealth Solutions · $39.1M AUM
VerifiedFinancial planning
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Grace Kilgore
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Gregory West
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Haley Tonge
Financial advisor at Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. · $702.1M AUM
VerifiedFinancial planning
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Hayden Watts
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Heath Clevenger
Financial advisor at Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. · $702.1M AUM
VerifiedFinancial planning
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Heather Craig
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Heather Newell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Heidy Pagan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Hollice Hefner
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Holly Dunbar
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Ivan Bondarenko
Financial advisor at Ernst & Young Investment Advisers LLP
Ernst & Young Investment Advisers LLP
VerifiedFinancial planning
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James Chaffin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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James Northrup
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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James Pillow
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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James Powers
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Jay Wells
Financial advisor at Greenbridge Partners LLC
Greenbridge Partners LLC · $433.1M AUM
VerifiedFinancial planning
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Jeffrey Clements
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jeffrey Mullins
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Joel Thornton
Financial advisor at Invst, LLC
Invst, LLC · $1.57B AUM
VerifiedFinancial planning
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Johanna Carlisle
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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John Craig
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Madden
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jonathan Pate
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jonathan Stump
Financial advisor at Capstone Wealth Management Corp.
Capstone Wealth Management Corp. · $109.4M AUM
VerifiedFinancial planning
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Jonathan Tubbs
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Josh Beardsley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Josue Blanco Viquez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Karie Pate-Valdes
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Karim Premji
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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 Lakeland, 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 Lakeland, FL.

How this list works

Before you hire an advisor in Lakeland, FL