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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakeland, FL

Every SEC-registered investment adviser representative at a firm office in Lakeland, with the firms that employ the most of them.

211 registered advisors work in Lakeland; the most are at LPL Financial LLC (47). 0 list the CFP designation and 162 are also registered broker representatives.

Firms with the most advisors in Lakeland

FirmAdvisors in Lakeland
LPL Financial LLC news47
Merrill Lynch, Pierce, Fenner & Smith Incorporated news16
Edward Jones news15
Cps Investment Advisors14
Morgan Stanley news11
Ameriprise Financial Services, LLC news10
Core Wealth Advisors, Inc.10
Pfs Investments Inc.6
Raymond James Financial Services Advisors, Inc. news6
Wells Fargo Clearing Services, LLC news6
Cetera Investment Advisers LLC news5
Raymond James & Associates, Inc. news5
Truist Advisory Services, Inc. news5
Capstone Wealth Management Corp.4
MML Investors Services, LLC4
Alpha Advisors, LLC3
Cambridge Investment Research Advisors, Inc. news3
J.P. Morgan Securities LLC news3
Northwestern Mutual Investment Services, LLC3
Waverly Advisors, LLC3
Hurlburt Financial2
James I. Black & Company2
LPL Enterprise, LLC news2
State Farm Investment Management Corp.2
Vicus Capital, Inc.2

Advisors in Lakeland, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Lakeland, FL?

211 investment adviser representatives are registered at firm offices in Lakeland, Florida, according to the SEC's Investment Adviser Public Disclosure records. 162 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lakeland?

LPL Financial LLC, with 47 registered advisors in Lakeland, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 16.

How do I check a financial advisor in Lakeland?

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.