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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fernandina Beach, FL

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

47 registered advisors work in Fernandina Beach; the most are at LPL Financial LLC (4). 11 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Fernandina Beach

FirmAdvisors in Fernandina Beach
LPL Financial LLC news4
Edward Jones news3
Strategic Advisers LLC3
Bulwark Capital Corporation2
Equitable Advisors, LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Wells Fargo Clearing Services, LLC news2
Ameritas Advisory Services, LLC1
Bouvel Investment Partners, LLC1
Capital Client Group, Inc.1
Captrust news1
Compass Ion Advisors, LLC1
Cwm, LLC1
Delta Wealth Management, LLC1
Eagle Strategies LLC1
Elevation Point Wealth Partners, LLC news1
Equity Services, Inc.1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
Manchester Financial Inc.1
Merit Financial Advisors1
Portfolio Medics, LLC1
Principal Advised Services1

Advisors in Fernandina Beach, A to Z

CFP advisors in Fernandina Beach →

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 Fernandina Beach, FL?

47 investment adviser representatives are registered at firm offices in Fernandina Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Fernandina Beach?

LPL Financial LLC, with 4 registered advisors in Fernandina Beach, followed by Edward Jones with 3.

How do I check a financial advisor in Fernandina 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.