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Financial ADVSR advisor directory · SEC adviser records

Dipaolo Financial Group, Inc. financial advisors in Lutz, FL

Every SEC-registered investment adviser representative at a Dipaolo Financial Group, Inc. office in Lutz, A to Z.

The short answer

5 registered advisors work at Dipaolo Financial Group, Inc. in Lutz, out of 5 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Dipaolo Financial Group, Inc. advisors in Lutz, A to Z

Every Dipaolo Financial Group, Inc. advisor →

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

Other firms in Lutz

All Lutz advisors →

Lincoln Investment 23Capital Analysts 9Cetera Investment Advisers LLC 8Dmk Advisor Group, Inc. 7Pfg Private Wealth Management, LLC 6Principal Securities, Inc. 6Raymond James Financial Services Advisors, Inc. 6Strategic Advisers LLC 6Edward Jones 4Edmp, Inc. 3J.P. Morgan Securities LLC 3LPL Financial LLC 3

Questions

How many financial advisors does Dipaolo Financial Group, Inc. have in Lutz?

5 investment adviser representatives are registered at Dipaolo Financial Group, Inc. offices in Lutz, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Dipaolo Financial Group, Inc. one of the largest advisor employers in Lutz?

Dipaolo Financial Group, Inc. ranks number 9 in Lutz by registered advisors; Lincoln Investment has the most, with 23.

How do I check a Dipaolo Financial Group, Inc. advisor in Lutz?

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 Dipaolo Financial Group, 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.