Financial advisors in Melbourne, FL

280 match · page 4 of 10

Chad Colbert
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Charles Allen
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Charles Steele
Financial advisor at Creativeone Securities, LLC
Creativeone Securities, LLC · $2.54B AUM
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Chelcey Madrid
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Christel Marquis
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Christian Kurian
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Decker
Financial advisor at Investment Management Services Group, LLC
Investment Management Services Group, LLC · $9.2M AUM
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Christopher Marsico
Financial advisor at Rossby Financial, LLC
Rossby Financial, LLC · $854.8M AUM
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Christopher Sherman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Christopher Squires
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Colin Roy
Financial advisor at Florida Financial Advisors, LLC
Florida Financial Advisors, LLC · $456.1M AUM
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Courtney Favor
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Courtney Leone
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Cynthia Green
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Dallas Stokes
Financial advisor at Florida Financial Advisors, LLC
Florida Financial Advisors, LLC · $456.1M AUM
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Daniel Arbogast
Financial advisor at Arbogast Financial Advisors, LLC
Arbogast Financial Advisors, LLC · $50.8M AUM
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Daniel Laforest
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Daniel Levy
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Daniel Podawiltz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Daniel Rendon
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
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Darwin Carpenter
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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David Cohen
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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David Outlaw
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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David Palmbach
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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David Rider
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Deborah Kendrick
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Delmer Carter
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Denise Holloway
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Dennis Laughlin
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
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Derek Boucher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 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.

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Financial advisors in Melbourne, FL.

How this list works

Before you hire an advisor in Melbourne, FL