Financial advisors in Palmetto Bay, FL

19 advisors

Radames Abreu
Financial advisor at Brookstone Capital Management LLC
Brookstone Capital Management LLC · $12.75B AUM
CFP®VerifiedFinancial planning
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Beverly Curmanskie
Financial advisor at Ausdal Financial Partners, Inc.
Ausdal Financial Partners, Inc. · $3.73B AUM
VerifiedFinancial planning
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David Chamberlain
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
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David Forgione
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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David Unda
Financial advisor at Unda Financial and Consulting LLC
Unda Financial and Consulting LLC · $4.9M AUM
VerifiedFinancial planning
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Erikamarie Castrillo
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Hudson Cain
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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James Dean
Financial advisor at Guardant Wealth Advisors LLC
Guardant Wealth Advisors LLC · $18K AUM
VerifiedFinancial planning
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Jeffrey Kline
Financial advisor at Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC · $5.16B AUM
Verified
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Jimmy Diaz
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Jonathan Ormaza
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Jose Cabrera
Financial advisor at Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC · $5.16B AUM
Verified
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Joseph Calhoun
Financial advisor at Alhambra Investment Management LLC
Alhambra Investment Management LLC · $320.2M AUM
VerifiedFinancial planning
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Juan Campuzano
Financial advisor at Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC · $5.16B AUM
Verified
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Juan Perez
Financial advisor at Alhambra Investment Management LLC
Alhambra Investment Management LLC · $320.2M AUM
VerifiedFinancial planning
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Manuel Miranda
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Margarita Fernandez
Financial advisor at Alhambra Investment Management LLC
Alhambra Investment Management LLC · $320.2M AUM
VerifiedFinancial planning
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Stephen Brennan
Financial advisor at Alhambra Investment Management LLC
Alhambra Investment Management LLC · $320.2M AUM
VerifiedFinancial planning
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Ximena Gomez
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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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 Palmetto Bay, 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 Palmetto Bay, FL.

How this list works

Before you hire an advisor in Palmetto Bay, FL