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Financial ADVSR advisor directory · SEC adviser records

Horizon Wealth Advisors financial advisors in Lakewood Ranch, FL

Every SEC-registered investment adviser representative at a Horizon Wealth Advisors office in Lakewood Ranch, A to Z.

The short answer

5 registered advisors work at Horizon Wealth Advisors in Lakewood Ranch, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Horizon Wealth Advisors advisors in Lakewood Ranch, A to Z

Every Horizon Wealth Advisors advisor →

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

Horizon Wealth Advisors advisors in other cities

Bradenton, FL 1

Other firms in Lakewood Ranch

All Lakewood Ranch advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 14Ameriprise Financial Services, LLC 11Edward Jones 10Cetera Investment Advisers LLC 9Strategic Advisers LLC 9LPL Financial LLC 8Base Wealth Management 5Concurrent Investment Advisors, LLC 3Dow Family Office Advisory, LLC 3Equitable Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Horizon Wealth Advisors have in Lakewood Ranch?

5 investment adviser representatives are registered at Horizon Wealth Advisors offices in Lakewood Ranch, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Is Horizon Wealth Advisors one of the largest advisor employers in Lakewood Ranch?

Horizon Wealth Advisors ranks number 9 in Lakewood Ranch by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Horizon Wealth Advisors advisor in Lakewood Ranch?

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 Horizon Wealth Advisors 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.