Financial advisors in Miramar, FL

17 match

Jorge Fernandez
Financial advisor at Gbs Group
Gbs Group · $462K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Omar Morillo
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Al Quintana
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Gomez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colleen Cowan
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eileen Restrepo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Johan Rubio
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jorge Valdes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Moseley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karina Romero
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lazaro Lemos Cordovez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lydia Ferrer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Jordan
Financial advisor at Beacon Global Advisor Network, LLC
Beacon Global Advisor Network, LLC · $745.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sandra Rolon
Financial advisor at Latitude Advisors, LLC
Latitude Advisors, LLC · $566.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Santiago Cruz
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Serge Louis
Financial advisor at Synouvo Wealth Management, LLC
Synouvo Wealth Management, LLC · $1.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheldon Black
Financial advisor at B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. · $4.21B 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 Miramar, 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 Miramar, FL.

How this list works

Before you hire an advisor in Miramar, FL