Financial advisors in Rockledge, FL

44 match · page 1 of 2

Anthony Frezza
Financial advisor at Advanced Tax & Investments, Inc.
Advanced Tax & Investments, Inc. · $27.4M AUM
CFP®VerifiedFinancial planning
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Edward Donner
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Gina Gallo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Gregory Fant
Financial advisor at Ernst & Young Investment Advisers LLP
Ernst & Young Investment Advisers LLP
CFP®VerifiedFinancial planning
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Gregory Phelps
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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John Malatino
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Luke McCarty
Financial advisor at Mccarty Wealth
Mccarty Wealth · $55.5M AUM
CFP®VerifiedFinancial planning
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Richard Miller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Stephen Houser
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Amanda Lansdell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Andrew Scheirer
Financial advisor at Api Financial Advisors, LLC
Api Financial Advisors, LLC · $84.7M AUM
VerifiedFinancial planning
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Anthony Frezza
Financial advisor at Advanced Tax & Investments, Inc.
Advanced Tax & Investments, Inc. · $27.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Hurt
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Curtis Lanoue
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Hunter Schultz
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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John Kraniou
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Yannick
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jorge Hoffmann
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Karina Dischler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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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
VerifiedFinancial planning
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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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Lydia Snowden
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
VerifiedFinancial planning
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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
VerifiedFinancial planning
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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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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
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 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