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Financial ADVSR advisor directory · SEC adviser records

Proper Wealth financial advisors in Florida

Every SEC-registered investment adviser representative at a Proper Wealth office in Florida, by city and A to Z.

The short answer

3 registered advisors work at Proper Wealth in Florida, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Tallahassee (3). 0 list the CFP designation and 2 are also registered broker representatives.

Proper Wealth advisors by city in Florida

Every firm in Florida →

Tallahassee 3

Proper Wealth advisors in Florida, A to Z

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Proper Wealth advisors in every state →Proper Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Proper Wealth financial advisors are in Florida?

3 investment adviser representatives are registered at Proper Wealth offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in Florida does Proper Wealth have the most advisors?

Tallahassee, with 3. Proper Wealth has advisors in 1 city in Florida.

How do I check a Proper Wealth 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 Proper Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.