Financial advisors in Ocala, FL

18 match

Alex Fontana
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Montemurro
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon White
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney McKee
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gerald Camera
Financial advisor at Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC · $567.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Francisco
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Losito
Financial advisor at Canopy 360 Wealth, LLC
Canopy 360 Wealth, LLC · $382.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Fontaine
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Fratello
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Davis
Financial advisor at One Day Wealth Management
One Day Wealth Management · $28.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Kay
Financial advisor at Spc
Spc · $6.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Dickerson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary James
Financial advisor at Colomb Investment Management Company, LLC
Colomb Investment Management Company, LLC · $4.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Trenchard
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Davis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sanjay Prasad
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephanie Martin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Keel
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®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 Ocala, 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 Ocala, FL.

How this list works

Before you hire an advisor in Ocala, FL