Financial advisors in Ormond Beach, FL

20 match

Adam Kennedy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angela Pinkerton
Financial advisor at Holland Advisory Services, Inc.
Holland Advisory Services, Inc. · $307.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Parsons
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 ↗
Christine Capps
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Utter
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colleen Sparrow
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Holland
Financial advisor at Holland Advisory Services, Inc.
Holland Advisory Services, Inc. · $307.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denis Cronin
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elias Chaikin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Morgan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Downey
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kalon Hoard
Financial advisor at Holland Advisory Services, Inc.
Holland Advisory Services, Inc. · $307.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Lampman
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Sumrall
Financial advisor at Holland Advisory Services, Inc.
Holland Advisory Services, Inc. · $307.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Miranda Mumma
Financial advisor at Holland Advisory Services, Inc.
Holland Advisory Services, Inc. · $307.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Pankratz
Financial advisor at Broadstreet Financial Advisers LLC
Broadstreet Financial Advisers LLC · $84.2M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Seth Heine
Financial advisor at Seth Heine LLC
Seth Heine LLC · $350K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Pantuso
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tara Sanders
Financial advisor at Compass Financial Advisory Services, LLC
Compass Financial Advisory Services, LLC · $527.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Grigat
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B 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 Ormond Beach, 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 Ormond Beach, FL.

How this list works

Before you hire an advisor in Ormond Beach, FL