Financial advisors in Oldsmar, FL

25 match

Alison Painter
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Darchi
Financial advisor at Invst, LLC
Invst, LLC · $1.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Gonzalez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Bell
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Mizner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Page Pittman
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Fuller
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Mahoney
Financial advisor at Camelot Wealth Management, LLC
Camelot Wealth Management, LLC · $66.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Cortez
Financial advisor at Cortez Wealth Advisors LLC
Cortez Wealth Advisors LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Soiferman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Doris Muller
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Garrett Alabado
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Currence
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Fiori
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimberly Schiavo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Magdy Anise
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nermine Bolos
Financial advisor at Unified Wealth Management LLC
Unified Wealth Management LLC · $151.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Gilchrist
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Lau
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Angle
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Mahoney
Financial advisor at Camelot Wealth Management, LLC
Camelot Wealth Management, LLC · $66.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sotiraq Qirjollari
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stavros Moforis
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Mazur
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Hobby
Financial advisor at Unified Wealth Management LLC
Unified Wealth Management LLC · $151.3M 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 Oldsmar, 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 Oldsmar, FL.

How this list works

Before you hire an advisor in Oldsmar, FL