Financial advisors in Maitland, FL

128 advisors · page 1 of 5

Alia Rea
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Deluca
Financial advisor at Delta Capital Management, LLC
Delta Capital Management, LLC · $277.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Anthony Dorval
Financial advisor at Moors & Cabot, Inc
Moors & Cabot, Inc · $4.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arif Fareed
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Stewart
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Zagata
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Nestor
Financial advisor at Delta Advisory Group, Inc.
Delta Advisory Group, Inc. · $216.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Duncan Dewahl
Financial advisor at Delta Capital Management, LLC
Delta Capital Management, LLC · $277.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Elliot Bramham
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Dorman
Financial advisor at Dorman Financial Management, P.a.
Dorman Financial Management, P.a. · $160.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Udell
Financial advisor at Private Client Services, LLC
Private Client Services, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Andrews
Financial advisor at Thistle Wealth Management, LLC
Thistle Wealth Management, LLC · $9.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Michaelson
Financial advisor at Fellowship Financial Group
Fellowship Financial Group · $175.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret Bilby
Financial advisor at Gen2 Advisors, LLC
Gen2 Advisors, LLC · $52M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McMahan
Financial advisor at Aegis Wealth Management, LLC
Aegis Wealth Management, LLC · $190.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Michael Henderson
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Speed
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Ogden
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Kauffman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Reyes
Financial advisor at Wealth & Business Planning Group, LLC
Wealth & Business Planning Group, LLC · $6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Rasband
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Gerlin
Financial advisor at Envision Wealth Planners
Envision Wealth Planners · $61.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Lee
Financial advisor at Equistar Wealth Management Inc.
Equistar Wealth Management Inc. · $2.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Kurland
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thuong Pham
Financial advisor at Aegis Wealth Management, LLC
Aegis Wealth Management, LLC · $190.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Alan Pascale
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Garib
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Ramos
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Alexander Jermain
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Petsos
Financial advisor at Delta Capital Management, LLC
Delta Capital Management, LLC · $277.4M AUM
Verified
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 Maitland, 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 Maitland, FL.

How this list works

Before you hire an advisor in Maitland, FL