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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Florence, AL

Every SEC-registered investment adviser representative at a firm office in Florence, with the firms that employ the most of them.

74 registered advisors work in Florence; the most are at Morgan Stanley (18). 0 list the CFP designation and 70 are also registered broker representatives.

Firms with the most advisors in Florence

FirmAdvisors in Florence
Morgan Stanley news18
Edward Jones news8
State Farm Investment Management Corp.7
Ameriprise Financial Services, LLC news6
Cetera Investment Advisers LLC news6
Osaic Wealth, Inc. news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Raymond James Financial Services Advisors, Inc. news4
Alphastar Capital Management3
Axient Investment Advisors LLC2
Wells Fargo Advisors Financial Network, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Commonwealth Financial Network news1
Eagle Strategies LLC1
Empower Advisory Group, LLC1
Mwa Financial Services Inc.1
PNC Wealth Management LLC1
Principal Securities, Inc.1
Transamerica Financial Advisors, LLC1
Truist Advisory Services, Inc. news1

Advisors in Florence, A to Z

Search all of Alabama →

Other cities in Alabama

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Birmingham 1,248Huntsville 345Mobile 268Montgomery 184Tuscaloosa 125Vestavia Hills 115Fairhope 113Hoover 93Dothan 87Homewood 63Decatur 59Auburn 50Daphne 46Madison 46Gadsden 43Opelika 40Vestavia 31Anniston 27Cullman 26Mountain Brook 22Guntersville 17Prattville 17Trussville 17Foley 16

Questions

How many financial advisors are in Florence, AL?

74 investment adviser representatives are registered at firm offices in Florence, Alabama, according to the SEC's Investment Adviser Public Disclosure records. 70 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Florence?

Morgan Stanley, with 18 registered advisors in Florence, followed by Edward Jones with 8.

How do I check a financial advisor in Florence?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.