Financial ADVSR advisor directory · SEC adviser records
Familywealth financial advisors
Every SEC-registered investment adviser representative at Familywealth, by the state and city of the office they work from.
The short answer
15 registered advisors work at Familywealth, in 9 states and 13 cities; the most are in Lake Mary, FL (2). 1 list the CFP designation and 1 are also registered broker representatives.
Search every Familywealth advisor by name →Who joined and left Familywealth →Familywealth: assets, clients and custodians →
Cities with the most Familywealth advisors
Lake Mary, FL 2Pensacola, FL 2Crockett, TX 1Dallas, TX 1Denver, CO 1Detroit, MI 1Frisco, TX 1North Attleboro, MA 1Palo Alto, CA 1Panama City Beach, FL 1Stow, OH 1Western Grove, AR 1White Bear Lake, MN 1
Familywealth advisors by state
Questions
How many financial advisors does Familywealth have?
15 investment adviser representatives are registered with Familywealth, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 13 cities. 1 list the CFP designation and 1 are also registered as broker representatives.
Where does Familywealth have the most advisors?
Lake Mary, FL, with 2 registered advisors, then Pensacola, FL (2). By state, Florida has the most, with 5.
How do I find a Familywealth financial advisor near me?
Pick your state below, then your city, to see every Familywealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations 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. An advisor registered at Familywealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →