Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Deerfield Beach, FL
Every SEC-registered investment adviser representative at a firm office in Deerfield Beach, with the firms that employ the most of them.
35 registered advisors work in Deerfield Beach; the most are at LPL Financial LLC (4). 6 list the CFP designation and 28 are also registered broker representatives.
Firms with the most advisors in Deerfield Beach
| Firm | Advisors in Deerfield Beach |
|---|---|
| LPL Financial LLC news | 4 |
| Compass Financial Group, Inc. | 3 |
| J.P. Morgan Securities LLC news | 3 |
| Osaic Wealth, Inc. news | 3 |
| Ameritas Advisory Services, LLC | 2 |
| Independent Financial Partners | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Bankers Life Advisory Services, Inc. | 1 |
| Brightpath Financial, Inc. | 1 |
| Caruso And Company, P.A., Certified Public Accountants | 1 |
| Courtesy Investment Advisory Services LLC | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| Global Wealth Management, L.C. | 1 |
| LPL Enterprise, LLC news | 1 |
| Pgim Investments LLC | 1 |
| Principal Securities, Inc. | 1 |
| RBC Capital Markets, LLC news | 1 |
| Raymond James & Associates, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1 |
Advisors in Deerfield Beach, A to Z
CFP advisors in Deerfield Beach →- Jonathon W. AggenOsaic Wealth, Inc.
- Richard P. AltieriRaymond James & Associates, Inc.
- Russell BedoreLPL Financial LLC
- Stacey L. BeverleyCompass Financial Group, Inc.
- Roxanne BladeOsaic Wealth, Inc. · Certified Financial Planner
- Arthur L. Boyd IIILPL Financial LLC
- Ross BrennerAmeritas Advisory Services, LLC
- Anthony C. CarusoCaruso And Company, P.A., Certified Public Accountants
- Layla M. CavalcantiPgim Investments LLC
- Juan C. ChongJ.P. Morgan Securities LLC
- Dennis J. ChorneyOsaic Wealth, Inc.
- Andrew DraluckStrategic Advisers LLC
- Silvia EspinosaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marialejandra FereiraJ.P. Morgan Securities LLC
- Stephen B. FinleyCourtesy Investment Advisory Services LLC
- Harlan E. FreemanBrightpath Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
- John H. GrimstadEdward Jones
- Youssef Habib AbdelsaidWells Fargo Clearing Services, LLC
- Thomas U. HeierliGlobal Wealth Management, L.C.
- Denise Johnson DaviesLPL Financial LLC
- Andrew KlichLPL Financial LLC
- Stacey L. KovachRBC Capital Markets, LLC
- Scott A. LanzaIndependent Financial Partners · Certified Financial Planner
- Sharon S. MohanTiaa-Cref Individual & Institutional Services, LLC
- Nicholas G. MoralesEquitable Advisors, LLC
- Camila MoulinPrincipal Securities, Inc.
- Scott V. RichterWells Fargo Clearing Services, LLC
- Blair C. SheinCompass Financial Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jay L. SheinCompass Financial Group, Inc. · Certified Financial Planner
- Andrew SilverBankers Life Advisory Services, Inc.
- Alan M. SilvermanLPL Enterprise, LLC
- Chad SpezialeIndependent Financial Partners · Certified Financial Planner
- Neetu TiwariJ.P. Morgan Securities LLC
- Paul TuninkAmeritas Advisory Services, LLC
- Jeremy G. WozunkMerrill Lynch, Pierce, Fenner & Smith Incorporated
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 Deerfield Beach, FL?
35 investment adviser representatives are registered at firm offices in Deerfield Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Deerfield Beach?
LPL Financial LLC, with 4 registered advisors in Deerfield Beach, followed by Compass Financial Group, Inc. with 3.
How do I check a financial advisor in Deerfield 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.