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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Altamonte Springs, FL

Every SEC-registered investment adviser representative at a firm office in Altamonte Springs, with the firms that employ the most of them.

82 registered advisors work in Altamonte Springs; the most are at Certified Advisory Corp. (15). 0 list the CFP designation and 54 are also registered broker representatives.

Firms with the most advisors in Altamonte Springs

FirmAdvisors in Altamonte Springs
Certified Advisory Corp.15
Synergy Investment Management LLC13
LPL Financial LLC news10
Cetera Investment Advisers LLC news6
Ameritas Advisory Services, LLC4
Heritage Advisors Group, Inc.3
Occidental Asset Management, LLC3
Onefirm Consulting, LLC3
Edward Jones news2
Private Advisor Group, LLC2
Allstate Financial Advisors, LLC1
Archer Investment Corporation1
Benowitz Wealth Management1
Cambridge Investment Research Advisors, Inc. news1
Cgi Investment Advisers LLC1
Creative Planning news1
Financial Gravity Family Office Services, LLC1
G. A. Repple & Company1
Independent Financial Partners1
J.P. Morgan Securities LLC news1
Kovack Advisors, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Pfs Investments Inc.1

Advisors in Altamonte Springs, A to Z

Search all of Florida →

Other cities in Florida

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Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Altamonte Springs, FL?

82 investment adviser representatives are registered at firm offices in Altamonte Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 54 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Altamonte Springs?

Certified Advisory Corp., with 15 registered advisors in Altamonte Springs, followed by Synergy Investment Management LLC with 13.

How do I check a financial advisor in Altamonte Springs?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.