Financial advisors in Safety Harbor, FL

26 match

Christ Mavrakos
Financial advisor at Mfp Financial Services, LLC
Mfp Financial Services, LLC · $361M AUM
CFP®VerifiedFinancial planning
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Jason White
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
CFP®VerifiedFinancial planning
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Jerrold Slutzky
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joseph Fernandez
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Lucke
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Kennedy
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Gardner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Daniel Huehn
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Reynolds
Financial advisor at Reynolds Capital Management, Inc.
Reynolds Capital Management, Inc. · $38.4M AUM
Verified
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Edwin Foss
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Legacy
Financial advisor at Robinhood Asset Management
Robinhood Asset Management · $1.52B AUM
Verified
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Franklin Clark
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Harrison Moore
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Geaslen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jordan Mavrakos
Financial advisor at Mfp Financial Services, LLC
Mfp Financial Services, LLC · $361M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Minutolo
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
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Khanh Lowery
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Tagliaferro
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Mark Johnson
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
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Martyn Ballestero
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Michael Rogan
Financial advisor at Rogan & Associates
Rogan & Associates · $709.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paige Gunn
Financial advisor at Gunn Financial Advisors, LLC
Gunn Financial Advisors, LLC · $4M AUM
VerifiedFinancial planning
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Roderick O'connor
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Stephen Fee
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Taylor Mavrakos
Financial advisor at Mfp Financial Services, LLC
Mfp Financial Services, LLC · $361M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Demko
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B 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 Safety Harbor, 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.

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Financial advisors in Safety Harbor, FL.

How this list works

Before you hire an advisor in Safety Harbor, FL