Financial advisors in South Burlington, VT

80 match · page 3 of 3

Kyle Pembroke
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Matthew Johnson
Financial advisor at Intrack Investment Management, Inc.
Intrack Investment Management, Inc. · $275.7M AUM
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Matthew Malaney
Financial advisor at Broadlake Financial Management
Broadlake Financial Management · $409.6M AUM
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Matthew Sopher
Financial advisor at Intrack Investment Management, Inc.
Intrack Investment Management, Inc. · $275.7M AUM
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Megan Flood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Melinda Pakulski
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Myron Sopher
Financial advisor at Intrack Investment Management, Inc.
Intrack Investment Management, Inc. · $275.7M AUM
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Neil Kvasnak
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
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Philip Sheridan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Phoenix Suskin
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Rafael Sternbach - Le Noury
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Richard Flood
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Robert Torney
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Scott Baldwin
Financial advisor at Emg
Emg · $57M AUM
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Stefanie Gretkowski
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Thomas Dettre
Financial advisor at True North Financial Planning, LLC
True North Financial Planning, LLC · $5.5M AUM
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Thomas Kazak
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Timothy Cope
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Timothy O'brien
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Trevor Morley
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B 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 South Burlington, VT

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 South Burlington, VT.

How this list works

Before you hire an advisor in South Burlington, VT