Financial advisors in Lutz, FL

24 match

Aaron Lyon
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Dipaolo
Financial advisor at Dipaolo Financial Group, Inc.
Dipaolo Financial Group, Inc. · $168M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel George
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Goldberg
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Bankston
Financial advisor at Rwc for Life
Rwc for Life · $30.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Lamont
Financial advisor at Dmk Advisor Group, Inc.
Dmk Advisor Group, Inc. · $130.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elena Madrazo
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frederick Cardinale
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Sardegna
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Koford
Financial advisor at Hammerhead Financial Strategies, LLC
Hammerhead Financial Strategies, LLC · $3.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Kohn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joao Teixeira
Financial advisor at Pfg Private Wealth Management, LLC
Pfg Private Wealth Management, LLC · $289M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Clifford
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Dipaolo
Financial advisor at Dipaolo Financial Group, Inc.
Dipaolo Financial Group, Inc. · $168M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Arquette
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Woods
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madisyn Muller
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Addessi
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Legge
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Decker
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Ouimet
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stacy Miller
Financial advisor at Bayview Financial Planning
Bayview Financial Planning · $3.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor McCullough
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Theodore Kuczarski
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B 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 Lutz, 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.

Browse every state at Find an advisor.

Financial advisors in Lutz, FL.

How this list works

Before you hire an advisor in Lutz, FL