Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cocoa Beach, FL
Every SEC-registered investment adviser representative at a firm office in Cocoa Beach, with the firms that employ the most of them.
16 registered advisors work in Cocoa Beach; the most are at Pfs Investments Inc. (4). 0 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Cocoa Beach
| Firm | Advisors in Cocoa Beach |
|---|---|
| Pfs Investments Inc. | 4 |
| Independent Financial Partners | 3 |
| LPL Financial LLC news | 2 |
| Luminary Financial Advisors, LLC | 2 |
| Cetera Investment Advisers LLC news | 1 |
| Edward Jones news | 1 |
| Latitude Advisors, LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| Truist Advisory Services, Inc. news | 1 |
Advisors in Cocoa Beach, A to Z
Search all of Florida →- Charlene A. BeachPfs Investments Inc.
- Jared C. BeckIndependent Financial Partners
- Matthew J. BeverungenOsaic Wealth, Inc.
- Warren E. BurgerLuminary Financial Advisors, LLC
- Jason A. CareyEdward Jones · Chartered Financial Consultant
- Justin M. ConnorsIndependent Financial Partners
- William B. Floyd Jr.LPL Financial LLC
- Michelle J. FlynnLatitude Advisors, LLC
- Nicole R. FuhrerPfs Investments Inc.
- William GeorgeLuminary Financial Advisors, LLC
- Kerron J. GreavesPfs Investments Inc.
- Steven F. LibbyCetera Investment Advisers LLC
- Jamie A. MackenzieTruist Advisory Services, Inc.
- Melissa R. MirabileLPL Financial LLC
- Riley J. NewmanIndependent Financial Partners
- Elizabeth A. WeidoPfs Investments Inc.
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 Cocoa Beach, FL?
16 investment adviser representatives are registered at firm offices in Cocoa Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Cocoa Beach?
Pfs Investments Inc., with 4 registered advisors in Cocoa Beach, followed by Independent Financial Partners with 3.
How do I check a financial advisor in Cocoa Beach?
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.