Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Destin, FL
Every SEC-registered investment adviser representative at a firm office in Destin, with the firms that employ the most of them.
The short answer
70 registered advisors work in Destin; the most are at Raymond James & Associates, Inc. (10). 8 list the CFP designation and 56 are also registered broker representatives.
Firms with the most advisors in Destin
Advisors in Destin, A to Z
CFP advisors in Destin →- Cherie L. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alex R. AstinPrime Capital Financial
- Nicholas T. Barlotta Jr.Benjamin F. Edwards & Company, Inc.
- Michael G. BedsoleRaymond James & Associates, Inc. · Certified Financial Planner
- Jerry S. BrownNewedge Advisors
- Steven A. CannRaymond James & Associates, Inc.
- Eric S. CarlsonAmeriprise Financial Services, LLC
- Nicholas D. CarmanClear Harbor Wealth Management
- Megan T. CaulfieldKestra Advisory Services, LLC · Certified Financial Planner
- Brett S. ChipserChipser Wealth Management, LLC
- Jeremy J. CroninCetera Investment Advisers LLC
- Matthew J. DahlmanBenjamin F. Edwards & Company, Inc.
- Jeffrey A. DannellyCetera Investment Advisers LLC
- Donald W. DavidMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle A. DavisLPL Enterprise, LLC · Chartered Financial Consultant
- David P. DillonRaymond James & Associates, Inc. · Certified Financial Planner
- Shane DohrerNewedge Advisors
- Stephanie R. DuffieldEdward Jones · Certified Financial Planner
- Hunter EagerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas O. Eifler Sr.Wealthtrust Asset Management, LLC
- Marion B. EverettMorgan Stanley
- Meghan A. FaldutoMorgan Stanley
- Kaide M. FarneRaymond James Financial Services Advisors, Inc.
- Michael J. FarneRaymond James Financial Services Advisors, Inc.
- Daniel FelizRaymond James & Associates, Inc.
- Cory J. FosdyckNewedge Advisors · Certified Financial Planner
- Benjamin A. HallChipser Wealth Management, LLC
- Angela R. HilderbrandMorgan Stanley
- Melissa A. HinesCambridge Investment Research Advisors, Inc.
- Joshua B. HippBrookstone Wealth Advisors, LLC
- Kimberly M. JamesMorgan Stanley
- Evelyn R. KearneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph M. KeiferCornerstone Wealth Management, LLC
- James T. KersanacEagle Strategies LLC
- Tamara M. KotaskaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chae H. KyleWealthtrust Asset Management, LLC
- Tracy M. LardiereRaymond James & Associates, Inc.
- Molly S. LazorChipser Wealth Management, LLC
- Cynthia B. LeeWells Fargo Clearing Services, LLC
- Michael J. LeeWealthtrust Asset Management, LLC · Chartered Financial Analyst
- Kim F. LepleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey M. LewisKestra Advisory Services, LLC
- John LittleWells Fargo Advisors Financial Network, LLC
- Joshua LittleWells Fargo Advisors Financial Network, LLC
- James P. Luttrell IIIBenjamin F. Edwards & Company, Inc.
- Nina C. McDanielNewedge Advisors
- John G. McHughWealthtrust Asset Management, LLC
- Jared O NealRaymond James & Associates, Inc. · Certified Financial Planner
- Christopher J. OgleBenjamin F. Edwards & Company, Inc.
- Brance J. ParkerRaymond James Financial Services Advisors, Inc.
- Lindsey J. PetersNewedge Advisors
- John C. PrudhommeSynovus Securities, Inc.
- David M. RauchRaymond James Financial Services Advisors, Inc.
- James A. RenfroeWealth Enhancement Advisory Services, LLC
- Debra J. ReyleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew T. RidnouerWells Fargo Clearing Services, LLC
- Hubert A. RossPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Clifford A. RutledgeWealthtrust Asset Management, LLC
- Paul A. SchmitzAmeriprise Financial Services, LLC
- Joseph C. Serrato IIIMorgan Stanley
- Gerald L. SkalskyClear Harbor Wealth Management
- Bennett S. SteinStein Financial LLC · Certified Financial Planner
- Dustin W. TerryClear Harbor Wealth Management
- Adam H. VafidesRaymond James & Associates, Inc.
- Aaron N. VolzRaymond James & Associates, Inc.
- Heather WeidenhamerBenjamin F. Edwards & Company, Inc.
- Robert P. WilsonRaymond James & Associates, Inc.
- Mark W. WingateMorgan Stanley
- Jonathan M. WoodhamCetera Investment Advisers LLC
- Richard E. YochRaymond James & Associates, Inc.
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 Destin, FL?
70 investment adviser representatives are registered at firm offices in Destin, Florida, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 8 list the CFP designation.
Which firm has the most financial advisors in Destin?
Raymond James & Associates, Inc., with 10 registered advisors in Destin, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 7.
How do I check a financial advisor in Destin?
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.