Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ave Maria, FL
Every SEC-registered investment adviser representative at a firm office in Ave Maria, with the firms that employ the most of them.
9 registered advisors work in Ave Maria; the most are at Edward Jones (3). 4 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Ave Maria
Advisors in Ave Maria, A to Z
CFP advisors in Ave Maria →- Kelly M. AkilEdward Jones · Certified Financial Planner
- Christian T. ButlerEdward Jones
- Thomas J. Faber IIIndependent Advisor Alliance, LLC · Certified Financial Planner
- Keith HowerLPL Financial LLC
- Anthony J. LeopizziAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jose M. Noarbe MolinerUBS Financial Services Inc.
- Thomas G. PeckState Farm Investment Management Corp.
- Sean TwomblyStrategic Advisers LLC
- Steven J. WestEdward Jones · 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 Ave Maria, FL?
9 investment adviser representatives are registered at firm offices in Ave Maria, Florida, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Ave Maria?
Edward Jones, with 3 registered advisors in Ave Maria, followed by Ameriprise Financial Services, LLC with 1.
How do I check a financial advisor in Ave Maria?
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.