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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Davenport, FL

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

The short answer

19 registered advisors work in Davenport; the most are at Edward Jones (2). 2 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Davenport

FirmAdvisors in Davenport
Edward Jones news2
Osaic Wealth, Inc. news2
State Farm Investment Management Corp.2
Ameriprise Financial Services, LLC news1
Bay Colony Advisors1
Cetera Investment Advisers LLC news1
Covenant Capital Advisors, LLC1
Equitable Advisors, LLC news1
Gagni Wealth Management LLC1
Highpoint Planning Partners1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Mercer Global Advisors Inc.1
Morgan Stanley news1
Transamerica Retirement Advisors, LLC1

Advisors in Davenport, A to Z

CFP advisors in Davenport →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Davenport, FL?

19 investment adviser representatives are registered at firm offices in Davenport, Florida, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Davenport?

Edward Jones, with 2 registered advisors in Davenport, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Davenport?

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.