Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ft Myers, FL
Every SEC-registered investment adviser representative at a firm office in Ft Myers, with the firms that employ the most of them.
The short answer
24 registered advisors work in Ft Myers; the most are at Edward Jones (10). 6 list the CFP designation and 21 are also registered broker representatives.
Firms with the most advisors in Ft Myers
| Firm | Advisors in Ft Myers |
|---|---|
| Edward Jones news | 10 |
| Pfs Investments Inc. | 4 |
| LPL Financial LLC news | 2 |
| Osaic Wealth, Inc. news | 2 |
| Ace Wealth Management LLC | 1 |
| Bankers Life Advisory Services, Inc. | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Captrust news | 1 |
| Fifth Third Securities, Inc. | 1 |
| Hbks Wealth Advisors | 1 |
Advisors in Ft Myers, A to Z
CFP advisors in Ft Myers →- Stacy G. AcevedoAce Wealth Management LLC
- Cheryl L. AdmireEdward Jones
- Lorraine D. AlbinohinkleyPfs Investments Inc.
- Timothy T. AumannEdward Jones · Certified Financial Planner
- Caroline BauerEdward Jones
- Brian CopelandEdward Jones
- Anthony DagatiEdward Jones
- Kennie M. Day IIIBankers Life Advisory Services, Inc.
- Nicholas D. DurcauPfs Investments Inc.
- Brad A. JacksonEdward Jones · Certified Financial Planner
- Danielle A. LuchtCambridge Investment Research Advisors, Inc.
- Dody C. McGeePfs Investments Inc.
- William R. MossEdward Jones
- Michael H. MulhernOsaic Wealth, Inc.
- Patrick NaidlPfs Investments Inc.
- Stephen A. NappoLPL Financial LLC
- Martin PeenEdward Jones
- Charles J. Reed IVEdward Jones
- Taylor M. SchenoneEdward Jones · Certified Financial Planner
- Adam L. SchwartzOsaic Wealth, Inc. · Certified Financial Planner
- Iris J. Serrano-FariaHbks Wealth Advisors · Certified Financial Planner
- Amanda M. SolowayFifth Third Securities, Inc.
- Larry R. ThomasCaptrust · Certified Financial Planner
- Lawrence G. Union IIILPL Financial LLC
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244
Questions
How many financial advisors are in Ft Myers, FL?
24 investment adviser representatives are registered at firm offices in Ft Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Ft Myers?
Edward Jones, with 10 registered advisors in Ft Myers, followed by Pfs Investments Inc. with 4.
How do I check a financial advisor in Ft Myers?
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.