Financial advisors in Melbourne, FL

280 match · page 2 of 10

Linda Stout
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Mark Thompson
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Matthew Treskovich
Financial advisor at Flavin Financial Services, Inc.
Flavin Financial Services, Inc. · $205M AUM
CFP®VerifiedFinancial planning
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Max Valavanis
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Melissa Flammio Clark
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Michael Allen
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Michael Arbogast
Financial advisor at Arbogast Financial Advisors, LLC
Arbogast Financial Advisors, LLC · $50.8M AUM
CFP®VerifiedFinancial planning
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Michael Barrella
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
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Michael Rowland
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Monique Nelson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Nita Grisham
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Patrick Culhane
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Richard Greenhill
Financial advisor at Financial Analytics, LLC
Financial Analytics, LLC · $7.7M AUM
CFP®VerifiedFinancial planning
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Richard Knight
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Richard Martinson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Robert Dale
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Scott Cohen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Seth Riddle
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Silvia Linares-Williams
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Stephanie Edmunds
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Terry George
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Thomas Flavin
Financial advisor at Flavin Financial Services, Inc.
Flavin Financial Services, Inc. · $205M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Sallade
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Tyler Heckman
Financial advisor at Flavin Financial Services, Inc.
Flavin Financial Services, Inc. · $205M AUM
CFP®VerifiedFinancial planning
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William Drexler
Financial advisor at Xypn Sapphire
Xypn Sapphire · $1.25B AUM
CFP®VerifiedFinancial planning
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William Eastwood
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Adisvel Leyva
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Alan Frisher
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Alex Deaner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Alexander Ducharme
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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 Melbourne, 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.

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Financial advisors in Melbourne, FL.

How this list works

Before you hire an advisor in Melbourne, FL