Financial advisors in Sanford, FL

20 match

Amit Patel
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Calin Hartshorn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Demel Gonzalez
Financial advisor at Heartwood Financial Services
Heartwood Financial Services · $83.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Imtiyaz Nathoo
Financial advisor at Eagle's Crest Advisors, LLC
Eagle's Crest Advisors, LLC · $125.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madison Hill
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Beah Del Cid
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Debbie Van Gaale
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erin Kronenberg
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frederick Craig
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Kaltbaum
Financial advisor at Kaltbaum Capital Management
Kaltbaum Capital Management · $110.9M AUM
Verified
View page Check on SEC IAPD ↗
Jesse Plunkett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Jimenez
Financial advisor at Robinhood Asset Management
Robinhood Asset Management · $1.52B AUM
Verified
View page Check on SEC IAPD ↗
Julian Cook
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lee Rodriguez Mercado
Financial advisor at T. Rowe Price Advisory Services, Inc.
T. Rowe Price Advisory Services, Inc. · $5.9B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leigh Lyon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Volence
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 ↗
Nola Emel
Financial advisor at Robinhood Asset Management
Robinhood Asset Management · $1.52B AUM
Verified
View page Check on SEC IAPD ↗
Richard Snipes
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Cairns
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Buchholz
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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 Sanford, 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 Sanford, FL.

How this list works

Before you hire an advisor in Sanford, FL