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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dade City, FL

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

15 registered advisors work in Dade City; the most are at Ameriprise Financial Services, LLC (2). 0 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Dade City

FirmAdvisors in Dade City
Ameriprise Financial Services, LLC news2
Cetera Investment Advisers LLC news2
Edward Jones news2
Meridian Wealth Group2
Advisor Share Wealth Management, LLC1
LPL Financial LLC news1
Lincoln Investment1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Dade City, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

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 Dade City, FL?

15 investment adviser representatives are registered at firm offices in Dade City, Florida, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Dade City?

Ameriprise Financial Services, LLC, with 2 registered advisors in Dade City, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Dade City?

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.