Financial advisors in Port Saint Lucie, FL

26 advisors

Donald Jacobs
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Steinberg
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Small
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Darden
Financial advisor at Jim Saulnier & Associates, LLC
Jim Saulnier & Associates, LLC · $286.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Pollock
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trishul Patel
Financial advisor at Investing Forever Advisory
Investing Forever Advisory · $21.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ambika Ramdehal
Financial advisor at Brookstone Capital Management LLC
Brookstone Capital Management LLC · $12.75B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brisel Gauthier
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Maestre
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Rosen
Financial advisor at Cpr Financial & Insurance Services, Inc.
Cpr Financial & Insurance Services, Inc. · $97.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Banack
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Deslauriers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Mathey
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Gore
Financial advisor at Ally Invest Advisors
Ally Invest Advisors · $1.73B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Shepherd
Financial advisor at Bluedoor Private Wealth, LLC
Bluedoor Private Wealth, LLC · $337.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Johnny Cortes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Sobas
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Manuel Menendez
Financial advisor at Cpr Financial & Insurance Services, Inc.
Cpr Financial & Insurance Services, Inc. · $97.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Monica Vos
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Avsec
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randy Vasquez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Robert Metz
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Bruning
Financial advisor at Southern Magnolia Investment Management LLC
Southern Magnolia Investment Management LLC · $15.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Somphavanh Inthisane-Lovanh
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Wayne Mattola
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Pembroke
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B 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 Port Saint Lucie, 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 Port Saint Lucie, FL.

How this list works

Before you hire an advisor in Port Saint Lucie, FL