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Financial ADVSR advisor directory · SEC adviser records

Stonebridge Financial Planning Group, LLC financial advisors in Florida

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

The short answer

5 registered advisors work at Stonebridge Financial Planning Group, LLC in Florida, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Orlando (4). 4 list the CFP designation and 0 are also registered broker representatives.

Stonebridge Financial Planning Group, LLC advisors by city in Florida

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Orlando 4Orlando, 1

Stonebridge Financial Planning Group, LLC advisors in Florida, A to Z

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Questions

How many Stonebridge Financial Planning Group, LLC financial advisors are in Florida?

5 investment adviser representatives are registered at Stonebridge Financial Planning Group, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Stonebridge Financial Planning Group, LLC have the most advisors?

Orlando, with 4, then Orlando, (1). Stonebridge Financial Planning Group, LLC has advisors in 2 cities in Florida.

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