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Financial ADVSR advisor directory · SEC adviser records

Collaborative Wealth financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Collaborative Wealth office in Lake Mary, A to Z.

6 registered advisors work at Collaborative Wealth in Lake Mary, out of 12 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Collaborative Wealth advisors in Lake Mary, A to Z

Every Collaborative Wealth advisor →

Collaborative Wealth advisors in every city and state →Collaborative Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Collaborative Wealth advisors in other cities

Stuart, FL 4Gainesville, FL 2

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Wells Fargo Clearing Services, LLC 10Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7LPL Financial LLC 6Qtr Family Wealth, LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Collaborative Wealth have in Lake Mary?

6 investment adviser representatives are registered at Collaborative Wealth offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Collaborative Wealth one of the largest advisor employers in Lake Mary?

Collaborative Wealth ranks number 8 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Collaborative Wealth advisor in Lake Mary?

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 Collaborative Wealth 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.