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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Debary, FL

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

8 registered advisors work in Debary; the most are at Osaic Wealth, Inc. (2). 3 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Debary

FirmAdvisors in Debary
Osaic Wealth, Inc. news2
Commonwealth Financial Network news1
Coppell Advisory Solutions LLC1
Edward Jones news1
Gradient Advisors, LLC1
Jackson Wealth Management, LLC1
Wealthcare Advisory Partners LLC1

Advisors in Debary, A to Z

CFP advisors in Debary →

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 Debary, FL?

8 investment adviser representatives are registered at firm offices in Debary, Florida, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Debary?

Osaic Wealth, Inc., with 2 registered advisors in Debary, followed by Commonwealth Financial Network with 1.

How do I check a financial advisor in Debary?

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.