Financial advisors in San Juan, PR

165 match · page 2 of 6

Carlos Surillo Gonzalez
Financial advisor at Ipi Wealth Management, Inc.
Ipi Wealth Management, Inc. · $2.66B AUM
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Carmen Ramirez Oliver
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Carmen Trigo Suarez
Financial advisor at Aton Financial LLC
Aton Financial LLC · $600.9M AUM
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Charles Carpenter
Financial advisor at Mariner
Mariner · $125.41B AUM
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Charles Soto
Financial advisor at Lyon Bern, LLC
Lyon Bern, LLC · $76.7M AUM
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Christopher McDowall
Financial advisor at Aton Financial LLC
Aton Financial LLC · $600.9M AUM
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Dagmarie Feliciano Quinones
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Daniel Gonzalez-Maisonet
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Dave Krueckel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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David Del Toro
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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David Rojas
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Diana Corujo-Ramsey
Financial advisor at Npa Asset Management, LLC
Npa Asset Management, LLC · $1.06B AUM
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Douglas Nichols
Financial advisor at Nichols Group LLC
Nichols Group LLC · $47.2M AUM
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Edgardo Ferrer
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Eduardo Caban Silva
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Eduardo Cases Gallardo
Financial advisor at Aton Financial LLC
Aton Financial LLC · $600.9M AUM
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Eduardo Guzman-Valiente
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Eduardo Quinones Archilla
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Edward Barros
Financial advisor at Finanxial Investment Advisors, Corp
Finanxial Investment Advisors, Corp · $82M AUM
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Elaine Flores
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Emilio Masci
Financial advisor at Aperture Advisors LLC
Aperture Advisors LLC · $16M AUM
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Emilio Vilella
Financial advisor at Blue Ocean Strategic Advisors, LLC
Blue Ocean Strategic Advisors, LLC
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Emmanuel Loubriel
Financial advisor at Owlcrest Partners LLC
Owlcrest Partners LLC · $55K AUM
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Enrique Torruella
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Eric Snyder
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Ernest Musgrave
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Federico Lopez Juarbe
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Felipe De Juan Hernandez
Financial advisor at Arkadios Wealth Advisors
Arkadios Wealth Advisors · $8.79B AUM
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Fernando Gonzalez
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Fernando Roman Corujo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 San Juan, PR

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 San Juan, PR.

How this list works

Before you hire an advisor in San Juan, PR