Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fort Walton Beach, FL
Every SEC-registered investment adviser representative at a firm office in Fort Walton Beach, with the firms that employ the most of them.
26 registered advisors work in Fort Walton Beach; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (9). 2 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Fort Walton Beach
Advisors in Fort Walton Beach, A to Z
CFP advisors in Fort Walton Beach →- Jessica M. AtkinsonRaymond James Financial Services Advisors, Inc.
- Michael A. BradyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cathleen S. BrockWells Fargo Clearing Services, LLC · Certified Financial Planner
- Luther M. ByrdMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey L. CherrySlagle Financial, LLC.
- Kathy P. CunninghamRaymond James & Associates, Inc.
- David R. DensmoreWells Fargo Advisors Financial Network, LLC
- Ted W. DensmoreWells Fargo Advisors Financial Network, LLC
- Gina M. GrandalMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey M. JohnsonPrivate Advisor Group, LLC · Certified Financial Planner
- Stephanie C. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Wendy L. KiddMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Colton KlineWells Fargo Advisors Financial Network, LLC
- Nancy H. KlineWells Fargo Advisors Financial Network, LLC
- William D. KlineWells Fargo Advisors Financial Network, LLC
- Cameron KolwichMariner
- Brandon LewisState Farm Investment Management Corp.
- Rachael A. McBrideWells Fargo Advisors Financial Network, LLC
- Emily McGovernMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Raymond J. McGovernMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Teresa A. McLaughlin BassMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shane O'DellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dallis C. ShipeD3 Advisors LLC
- Courtney K. SimpsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Mary M. TinsleyLPL Financial LLC
- Charles C. WestRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
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 Fort Walton Beach, FL?
26 investment adviser representatives are registered at firm offices in Fort Walton Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Fort Walton Beach?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 9 registered advisors in Fort Walton Beach, followed by Wells Fargo Advisors Financial Network, LLC with 6.
How do I check a financial advisor in Fort Walton 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.