Financial advisors in South Miami, FL

22 match

Anthony Poppe
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Thelen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Smith
Financial advisor at Bridge Generations Wealth Management
Bridge Generations Wealth Management · $259.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elisa Schvaneveldt
Financial advisor at Bridge Generations Wealth Management
Bridge Generations Wealth Management · $259.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerad Waggy
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Teasdale
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Ray
Financial advisor at Bridge Generations Wealth Management
Bridge Generations Wealth Management · $259.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Carbonell
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christine Quinones-Spurling
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clay Campbell
Financial advisor at Campbell Capital Management Inc
Campbell Capital Management Inc · $303.3M AUM
Verified
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David Jullie
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Wiley
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emanuele Gulino
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emma Larson
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Isaac Maestre
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 ↗
James Kaercher
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Villegas
Financial advisor at Hsbc Securities (USA) Inc.
Hsbc Securities (USA) Inc. · $3.84B AUM
Verified
View page Check on SEC IAPD ↗
Manuel Alonso
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maykel Barrios
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Allende
Financial advisor at Bridge Generations Wealth Management
Bridge Generations Wealth Management · $259.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michele Litwinski
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Preston
Financial advisor at Firestone Capital Management Inc
Firestone Capital Management Inc · $806.2M 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 South Miami, 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 South Miami, FL.

How this list works

Before you hire an advisor in South Miami, FL