Financial ADVSR advisor directory · SEC adviser records
Together Planning financial advisors in Florida
Every SEC-registered investment adviser representative at a Together Planning office in Florida, by city and A to Z.
3 registered advisors work at Together Planning in Florida, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Gainesville (2). 2 list the CFP designation and 0 are also registered broker representatives.
Together Planning advisors by city in Florida
Every firm in Florida →Together Planning advisors in Florida, A to Z
Search by name →- Lia R. BertelsonGainesville · Certified Financial Planner
- George T. MalliniGainesville
- Judson T. MalliniJacksonville · Certified Financial Planner
Together Planning advisors in every state →Together Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Together Planning financial advisors are in Florida?
3 investment adviser representatives are registered at Together Planning offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Together Planning have the most advisors?
Gainesville, with 2, then Jacksonville (1). Together Planning has advisors in 2 cities in Florida.
How do I check a Together Planning 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 Together Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.