Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake City, FL
Every SEC-registered investment adviser representative at a firm office in Lake City, with the firms that employ the most of them.
The short answer
20 registered advisors work in Lake City; the most are at Edward Jones (7). 4 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Lake City
| Firm | Advisors in Lake City |
|---|---|
| Edward Jones news | 7 |
| Raymond James Financial Services Advisors, Inc. news | 6 |
| LPL Financial LLC news | 2 |
| Gulfcoast Financial Services, Inc. | 1 |
| Gwn Securities Inc. | 1 |
| MML Investors Services, LLC | 1 |
| Onedigital | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Lake City, A to Z
CFP advisors in Lake City →- Lauren A. BeadlesRaymond James Financial Services Advisors, Inc.
- Richard M. Cieslik IIIMML Investors Services, LLC
- Charles D. Cowen Jr.Raymond James Financial Services Advisors, Inc.
- Abigail C. DicksEdward Jones
- Alisa S. EppersonEdward Jones
- Kimberly FrenotState Farm Investment Management Corp.
- Tammy D. HallRaymond James Financial Services Advisors, Inc. · Personal Financial Specialist
- Joshua J. HansenLPL Financial LLC
- Jessica HarrisEdward Jones
- Steven C. JonesEdward Jones · Certified Financial Planner
- John G. KuykendallGulfcoast Financial Services, Inc.
- Christy R. MilliganRaymond James Financial Services Advisors, Inc.
- Tristen MorganEdward Jones
- Philip J. Moses Jr.Raymond James Financial Services Advisors, Inc.
- Steven A. SmithEdward Jones · Certified Financial Planner
- Erin M. SpiwakRaymond James Financial Services Advisors, Inc.
- Stefanie L. StarlingLPL Financial LLC
- Laura L. ThompsonGwn Securities Inc. · Certified Financial Planner
- Troy D. TummondOnedigital
- Robert W. WoodardEdward Jones · Certified Financial Planner
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 Lake City, FL?
20 investment adviser representatives are registered at firm offices in Lake City, Florida, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Lake City?
Edward Jones, with 7 registered advisors in Lake City, followed by Raymond James Financial Services Advisors, Inc. with 6.
How do I check a financial advisor in Lake City?
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.