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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Crestview, FL

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

11 registered advisors work in Crestview; the most are at Cetera Investment Advisers LLC (2). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Crestview

FirmAdvisors in Crestview
Cetera Investment Advisers LLC news2
Edward Jones news2
LPL Financial LLC news2
Park Avenue Securities LLC2
Dorgeolis Capital LLC1
Kingsview Wealth Management, LLC news1
Moors & Cabot, Inc.1

Advisors in Crestview, A to Z

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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 Crestview, FL?

11 investment adviser representatives are registered at firm offices in Crestview, Florida, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Crestview?

Cetera Investment Advisers LLC, with 2 registered advisors in Crestview, followed by Edward Jones with 2.

How do I check a financial advisor in Crestview?

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.