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Financial ADVSR advisor directory · SEC adviser records

Life Planning Partners, Inc. financial advisors in Jacksonville, FL

Every SEC-registered investment adviser representative at a Life Planning Partners, Inc. office in Jacksonville, A to Z.

The short answer

3 registered advisors work at Life Planning Partners, Inc. in Jacksonville, out of 3 at the firm nationwide; it ranks number 60 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Life Planning Partners, Inc. advisors in Jacksonville, A to Z

Every Life Planning Partners, Inc. advisor →

Life Planning Partners, Inc. advisors in every city and state →Life Planning Partners, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Jacksonville

All Jacksonville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25

Questions

How many financial advisors does Life Planning Partners, Inc. have in Jacksonville?

3 investment adviser representatives are registered at Life Planning Partners, Inc. offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Life Planning Partners, Inc. one of the largest advisor employers in Jacksonville?

Life Planning Partners, Inc. ranks number 60 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.

How do I check a Life Planning Partners, Inc. advisor in Jacksonville?

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 Life Planning Partners, Inc. 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.