Financial advisors in Merritt Island, FL

37 match · page 1 of 2

Allison Stevenson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Christopher Hain
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Kathleen Lamke
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Albert Caprara
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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Arthur Roth
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
VerifiedFinancial planning
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Catalina Mejia - Hensel
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Cecilia Ross
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christina Jackson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Christopher Davis
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Chrystle Vesco
Financial advisor at Berthel Fisher & Company Financial Services, Inc.
Berthel Fisher & Company Financial Services, Inc. · $906.4M AUM
VerifiedFinancial planning
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Clint Parker
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Curtis Jones
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B AUM
VerifiedFinancial planning
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David Gamblin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Drew Coursey
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
VerifiedFinancial planning
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Ethan Graybeal
Financial advisor at Advisory Services Network
Advisory Services Network · $10.6B AUM
VerifiedFinancial planning
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Irina Parker
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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James King
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jason Fagan
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jo-Ann Principi
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 ↗
Joseph Delbene
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Justin Hollenbach
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Kathryn Miller
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Kenneth New
Financial advisor at Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC · $2.75B AUM
VerifiedFinancial planning
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Lauren Podnos
Financial advisor at Hb Wealth
Hb Wealth · $30.16B AUM
VerifiedFinancial planning
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Matthew Miller
Financial advisor at Impact Partnership Wealth, LLC
Impact Partnership Wealth, LLC · $2.96B AUM
VerifiedFinancial planning
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Patrick Coyne
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Rachel O'leary
Financial advisor at Wealth Care LLC
Hb Wealth · $30.16B AUM
VerifiedFinancial planning
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Robert Kenaston
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Sal Gianfortune
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B 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 Merritt Island, 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 Merritt Island, FL.

How this list works

Before you hire an advisor in Merritt Island, FL