Financial advisors in Port Charlotte, FL

62 match · page 2 of 3

James Fendrick
Financial advisor at Huntleigh Advisors, Inc.
Huntleigh Advisors, Inc. · $781.8M AUM
Verified
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Jamison Edlin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jason Venditti
Financial advisor at Stirlingshire Investments
Stirlingshire Investments · $244.6M AUM
Verified
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Jean-Paul Ceballo
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jeffrey Tamas
Financial advisor at Ideal Retirement Solutions
Ideal Retirement Solutions · $123.5M AUM
Verified
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Jennifer Zeits-Gasko
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joanne Johnson
Financial advisor at Synovus Securities, Inc.
Synovus Securities, Inc. · $8.45B AUM
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John Kirkwood
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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John Wheeler
Financial advisor at Carmel Capital Partners, LLC
Carmel Capital Partners, LLC · $434.3M AUM
Verified
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Kimberly Brown
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Kristin Kehl
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Leah Van Welie
Financial advisor at Coquina Private Wealth Advisors
Coquina Private Wealth Advisors · $417.6M AUM
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Miguel Alvarez
Financial advisor at Synovus Securities, Inc.
Synovus Securities, Inc. · $8.45B AUM
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Norman Long
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Osmany Rojas
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Peter Donlevy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Peter Rouzzo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Randall Francis
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Robert Altieri
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Robert Cerritelli
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Robert Smith
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Russell Skibicki
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Sal Stanzione Jr
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
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Scott Long
Financial advisor at Ideal Retirement Solutions
Ideal Retirement Solutions · $123.5M AUM
Verified
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Stacy Hart
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Stephanie Desear
Financial advisor at Synovus Securities, Inc.
Synovus Securities, Inc. · $8.45B AUM
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Steven Burks
Financial advisor at Amerigo Asset Management Corporation
Amerigo Asset Management Corporation · $3.9M AUM
Verified
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Steven Markovic
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Steven Muse
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Steven Wong
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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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 Port Charlotte, 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 Port Charlotte, FL.

How this list works

Before you hire an advisor in Port Charlotte, FL