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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Defuniak Springs, FL

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

6 registered advisors work in Defuniak Springs; the most are at Arete Wealth Advisors, LLC (2). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Defuniak Springs

FirmAdvisors in Defuniak Springs
Arete Wealth Advisors, LLC2
Equitable Advisors, LLC news2
Edward Jones news1
Kestra Advisory Services, LLC news1

Advisors in Defuniak Springs, A to Z

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Other cities in Florida

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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 Defuniak Springs, FL?

6 investment adviser representatives are registered at firm offices in Defuniak Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Defuniak Springs?

Arete Wealth Advisors, LLC, with 2 registered advisors in Defuniak Springs, followed by Equitable Advisors, LLC with 2.

How do I check a financial advisor in Defuniak Springs?

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.