Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Key Largo, FL
Every SEC-registered investment adviser representative at a firm office in Key Largo, with the firms that employ the most of them.
12 registered advisors work in Key Largo; the most are at LPL Financial LLC (2). 3 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Key Largo
| Firm | Advisors in Key Largo |
|---|---|
| LPL Financial LLC news | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Ongoing Wealth Management | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Appleton Partners, Inc. | 1 |
| Barton Investment Management, LLC | 1 |
| Global Retirement Partners LLC | 1 |
| Planmember Securities Corporation | 1 |
| Reef Advisors LLC | 1 |
Advisors in Key Largo, A to Z
CFP advisors in Key Largo →- Robert L. BrainardReef Advisors LLC
- Lindsey N. ChapmanAmeriprise Financial Services, LLC
- Penny W. GordonLPL Financial LLC · Certified Financial Planner
- Jan L. GraybillGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Rachel H. KelleyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kelly C. McKernanAppleton Partners, Inc.
- Brian S. MillerLPL Financial LLC
- Ac MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Manuel A. NavarroOngoing Wealth Management
- John B. RileyBarton Investment Management, LLC · Chartered Financial Analyst
- Filip E. WielandPlanmember Securities Corporation
- David B. WilsonOngoing Wealth Management
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 Key Largo, FL?
12 investment adviser representatives are registered at firm offices in Key Largo, Florida, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Key Largo?
LPL Financial LLC, with 2 registered advisors in Key Largo, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Key Largo?
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.