Financial ADVSR advisor directory · SEC adviser records
Familywealth financial advisors in Florida
Every SEC-registered investment adviser representative at a Familywealth office in Florida, by city and A to Z.
5 registered advisors work at Familywealth in Florida, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Lake Mary (2). 1 list the CFP designation and 1 are also registered broker representatives.
Familywealth advisors by city in Florida
Every firm in Florida →Familywealth advisors in Florida, A to Z
Search by name →- Nafees AlamPensacola · Certified Financial Planner
- Mark T. JordanPanama City Beach
- John M. MugarianPensacola
- Wilbert E. Oakley IIILake Mary
- Geoffrey D. VoorheesLake Mary
Familywealth advisors in every state →Familywealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Familywealth in other states
Questions
How many Familywealth financial advisors are in Florida?
5 investment adviser representatives are registered at Familywealth offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Where in Florida does Familywealth have the most advisors?
Lake Mary, with 2, then Pensacola (2). Familywealth has advisors in 3 cities in Florida.
How do I check a Familywealth advisor in Florida?
Each advisor below 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. Advisors are listed at the city of the Familywealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.