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Financial ADVSR advisor directory · SEC adviser records

Sequent Planning, LLC financial advisors in Florida

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

5 registered advisors work at Sequent Planning, LLC in Florida, out of 92 nationwide; it's the firm's number 2 state by advisors, and the most are in Bonita Springs (1). 1 list the CFP designation and 0 are also registered broker representatives.

Sequent Planning, LLC advisors by city in Florida

Every firm in Florida →

Bonita Springs 1Daytona Beach Shores 1Leesburg 1Melbourne 1Stuart 1

Sequent Planning, LLC advisors in Florida, A to Z

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Sequent Planning, LLC advisors in every state →Sequent Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sequent Planning, LLC in other states

Nebraska 43Virginia 5Arizona 4Illinois 3Michigan 3Pennsylvania 3Texas 3

Questions

How many Sequent Planning, LLC financial advisors are in Florida?

5 investment adviser representatives are registered at Sequent Planning, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 92 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Sequent Planning, LLC have the most advisors?

Bonita Springs, with 1, then Daytona Beach Shores (1). Sequent Planning, LLC has advisors in 5 cities in Florida.

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