Financial advisors in Salisbury, MD

20 match

Colton Hastings
Financial advisor at Pks Investment Advisors LLC
Pks Investment Advisors LLC · $367.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Livingston
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Brittingham
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Johnston
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Desjardins
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Genevee Lekites
Financial advisor at Pks Investment Advisors LLC
Pks Investment Advisors LLC · $367.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Zimmerman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Eisemann
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Wasey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelley Selph
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimberly Magaha
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Banks
Financial advisor at Pks Investment Advisors LLC
Pks Investment Advisors LLC · $367.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Smith
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martin Curry
Financial advisor at Cs Planning Corp
Cs Planning Corp · $1.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Danmyer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sise
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Canada
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randall O'neal
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Edwards
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Gonzales
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®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 Salisbury, MD

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 Salisbury, MD.

How this list works

Before you hire an advisor in Salisbury, MD