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Financial ADVSR advisor directory · SEC adviser records

Shariaportfolio, Inc. financial advisors in Lake Mary, FL

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

The short answer

7 registered advisors work at Shariaportfolio, Inc. in Lake Mary, out of 8 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Shariaportfolio, Inc. advisors in Lake Mary, A to Z

Every Shariaportfolio, Inc. advisor →

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

Shariaportfolio, Inc. advisors in other cities

Pittsburgh, PA 1

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Newport Group Consulting, LLC 17Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6Jackson Wealth Management, LLC 6LPL Financial LLC 6MML Investors Services, LLC 4Park Avenue Securities LLC 4Qtr Family Wealth, LLC 4Strategic Advisers LLC 4

Questions

How many financial advisors does Shariaportfolio, Inc. have in Lake Mary?

7 investment adviser representatives are registered at Shariaportfolio, Inc. offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Shariaportfolio, Inc. one of the largest advisor employers in Lake Mary?

Shariaportfolio, Inc. ranks number 5 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a Shariaportfolio, Inc. 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 Shariaportfolio, 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.