Financial advisors in Lutz, FL

129 advisors · page 2 of 5

Angela Seguro
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Ann Miller
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Ann Regina
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Asem Hasan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Austin Roberts
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Babubhai Doshi
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Bradley Patton
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Brent Williams
Financial advisor at Taylor & Williams, Inc.
Taylor & Williams, Inc. · $93.9M AUM
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Brianna Randazzo
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Bryan Melko
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Casey Mathias
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Charles Carnevale
Financial advisor at Edmp, Inc.
Edmp, Inc. · $147.4M AUM
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Christian Isaly
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Christopher Rivers
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Colton Carnevale
Financial advisor at Edmp, Inc.
Edmp, Inc. · $147.4M AUM
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Daniel Bramschreiber
Financial advisor at Dmk Advisor Group, Inc.
Dmk Advisor Group, Inc. · $130.8M AUM
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Daniel Delguidice
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Darius Harrison
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Don Adwell
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Donald McNeill
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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Donna Delmar
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Ethan Jacovides
Financial advisor at Dipaolo Financial Group, Inc.
Dipaolo Financial Group, Inc. · $168M AUM
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Evan Harte
Financial advisor at Advisors Asset Management, Inc.
Advisors Asset Management, Inc. · $2.21B AUM
Verified
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Forrest Minx
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Francis Stoshak
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Gage Warren
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Gina Granich
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Glenn Davis
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Harold Schwartz
Financial advisor at Compass Financial Management LLC
Compass Financial Management LLC · $893.8M AUM
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Jacob Hurley
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 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.

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Financial advisors in Lutz, FL.

How this list works

Before you hire an advisor in Lutz, FL