Financial advisors in Oviedo, FL

75 match · page 1 of 3

Alan Zinkin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Kavenagh
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Lloyd
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chris Roberts
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Campos
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Copenhaver
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daria Zalewska
Financial advisor at Alongside, LLC
Alongside, LLC · $878.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Blount
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Geoffrey Del Bene
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Isaac Hutchison
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Vroman
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Orenduff
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raisa Macleod
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adrian Weekes
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Richardson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Beren Anderson
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Weinberg
Financial advisor at W Bradley Wealth Management LLC
W Bradley Wealth Management LLC · $2.9M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Waters
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Barone
Financial advisor at Sei Investments Management Corp
Sei Investments Management Corp · $216.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Nolan
Financial advisor at Nolan Capital Advisors LLC
Nolan Capital Advisors LLC · $36.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Travieso
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carroll Matthews
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Fowers
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Allen
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Coopersmith
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Gauthier
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Payne
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denise Crawford
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erik Jorgensen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Whetzel
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B 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 Oviedo, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Oviedo, FL.

How this list works

Before you hire an advisor in Oviedo, FL