Financial advisors in Plantation, FL

174 match · page 1 of 6

Alix Alexis
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Amvit Morris
Financial advisor at Akar Capital Management, Inc.
Akar Capital Management, Inc. · $58M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Amy Lopez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Ari Tenenbaum
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Tourin
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Williamson
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
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Charles Nesmith
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
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Charles Thomas
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Claudia Jaric
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Rosen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edzai Chimedza
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Barrett
Financial advisor at Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. · $223.5M AUM
CFP®VerifiedFinancial planning
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Eric Levy
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francheska Ruiz
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
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Franklin Gay
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
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Heather Buckridge
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Howard Kramer
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jim Casey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Namm
Financial advisor at Namm Financial LLC
Namm Financial LLC · $2.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maohong Li
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marianela Collado
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Saneholtz
Financial advisor at Tobias Financial Advisors
Tobias Financial Advisors · $1.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Salvatore
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neal Slafsky
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rely Hechter
Financial advisor at Olea Advisory Services
Olea Advisory Services
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ricardo Baptiste
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Akirmaian
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Lam
Financial advisor at Mg&A Wealth
Mg&A Wealth · $1.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sonja Koppenwallner
Financial advisor at Modern Wealth Management, LLC
Modern Wealth Management, LLC · $10.9B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Young
Financial advisor at Brookstone Capital Management LLC
Brookstone Capital Management LLC · $12.75B 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 Plantation, 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 Plantation, FL.

How this list works

Before you hire an advisor in Plantation, FL