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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Apoka, FL

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

1 registered advisors work in Apoka; the most are at Truist Advisory Services, Inc. (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Apoka

FirmAdvisors in Apoka
Truist Advisory Services, Inc. news1

Advisors in Apoka, A to Z

CFP advisors in Apoka →
  • Sean M. AllenTruist Advisory Services, Inc. · Certified Financial Planner

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in Apoka, FL?

1 investment adviser representatives are registered at firm offices in Apoka, Florida, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Apoka?

Truist Advisory Services, Inc., with 1 registered advisors in Apoka.

How do I check a financial advisor in Apoka?

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.