Financial advisors in Odessa, FL

30 match

Brandi Starr
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Anna
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Bremis
Financial advisor at Rmr Wealth Builders, Inc.
Rmr Wealth Builders, Inc. · $2.89B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Granit
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Saunders
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor Harroun
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Hartman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Alan Mevorah
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Zwolak
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allan Dickson
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Annette Ruh
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 ↗
Barbara Sekely
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brett Bennett
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Charles Minotto
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gene Steinberg
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jeffrey Park
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Aramini
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Judy Ravenna
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kalie Hawley
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
VerifiedFinancial planning
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Keith Mevorah
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimberly Geiger
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Turgeon
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Michael Barranco
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Patrice Davis
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Vogel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randy Perry
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Walstatter
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Rockwell
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Kelly
Financial advisor at T. Rowe Price Advisory Services, Inc.
T. Rowe Price Advisory Services, Inc. · $5.9B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Heyser
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 Odessa, 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 Odessa, FL.

How this list works

Before you hire an advisor in Odessa, FL