Financial advisors in Orchard Park, NY

99 match · page 2 of 4

Brian Norman
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
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Brittany Cheney
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Bryan Carr
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Charlene Morrow
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Chau Casillas
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Christen Beck
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher Urban
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Daniel Blake
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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David Stromecki
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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David Turkasz
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Dominic Ruzzine
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Dylan Haak
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Gregory Croll
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Gregory Kotecki
Financial advisor at Commonwealth Financial Network
Merit Financial Advisors · $23.88B AUM
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Gregory Merkle
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jacob Strusa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jacob Wood
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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James Cummings
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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James Joseph
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Murphy
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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James Sands
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Teller
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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James Wilder
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
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James Winnert
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Jason Myers
Financial advisor at Silver Grove Advisory Services
Silver Grove Advisory Services · $453.6M AUM
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Jason Weber
Financial advisor at Silver Grove Advisory Services
Silver Grove Advisory Services · $453.6M AUM
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Jeffrey Vanremmen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jennifer Badzinski
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
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Jennifer Lopez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jeremy Walter
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
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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 Orchard Park, NY

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 Orchard Park, NY.

How this list works

Before you hire an advisor in Orchard Park, NY