Financial advisors in Rockledge, FL

79 advisors · page 2 of 3

Karina Dischler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kathleen Delong
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kevin Smithwick
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Kimberly Turner
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Lauren Hutto
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Limone Morales
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Lindsey Herold
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Lisa Anderson
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Luther Setzer
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Lydia Snowden
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
VerifiedFinancial planning
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Malcolm Baird
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Marcus Utt
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Mark Anderson
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Mathew McKelvey
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Matthew Myland
Financial advisor at Solomon Api LLC
Solomon Api LLC · $389M AUM
VerifiedFinancial planning
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Michael Sherrod
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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Michael Weiss
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Michael Welch
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Michele Rizzuto
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Mitch Herold
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Nathan Burks
Financial advisor at Api Financial Advisors, LLC
Api Financial Advisors, LLC · $84.7M AUM
VerifiedFinancial planning
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Neal Quon
Financial advisor at Api Financial Advisors, LLC
Api Financial Advisors, LLC · $84.7M AUM
VerifiedFinancial planning
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Nicholas Sloane
Financial advisor at Solomon Api LLC
Solomon Api LLC · $389M AUM
VerifiedFinancial planning
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Norman Taylor
Financial advisor at Api Financial Advisors, LLC
Api Financial Advisors, LLC · $84.7M AUM
VerifiedFinancial planning
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Paul Stanley
Financial advisor at Solomon Api LLC
Solomon Api LLC · $389M AUM
VerifiedFinancial planning
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Peter Mannino
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Randall Coleman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Reggy Baptiste
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Robert Dow
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Robert Patrick
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B 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 Rockledge, 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 Rockledge, FL.

How this list works

Before you hire an advisor in Rockledge, FL