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Financial ADVSR advisor directory · SEC adviser records

Client 1st Advisory Group financial advisors in Dunedin, FL

Every SEC-registered investment adviser representative at a Client 1st Advisory Group office in Dunedin, A to Z.

5 registered advisors work at Client 1st Advisory Group in Dunedin, out of 5 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Client 1st Advisory Group advisors in Dunedin, A to Z

Every Client 1st Advisory Group advisor →

Client 1st Advisory Group advisors in every city and state →Client 1st Advisory Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Dunedin

All Dunedin advisors →

LPL Financial LLC 5Ameriprise Financial Services, LLC 4Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Client 1st Advisory Group have in Dunedin?

5 investment adviser representatives are registered at Client 1st Advisory Group offices in Dunedin, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Client 1st Advisory Group one of the largest advisor employers in Dunedin?

Client 1st Advisory Group ranks number 1 in Dunedin by registered advisors, ahead of LPL Financial LLC (5).

How do I check a Client 1st Advisory Group advisor in Dunedin?

Each advisor below links to a profile with their registrations, exams, designations 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 Client 1st Advisory Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.