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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Nokomis, FL

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

25 registered advisors work in Nokomis; the most are at Osaic Wealth, Inc. (4). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Nokomis

FirmAdvisors in Nokomis
Osaic Wealth, Inc. news4
Raymond James Financial Services Advisors, Inc. news4
Suncoast Capital Management3
Strategic Advisers LLC2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Corient news1
Edward Jones news1
J.P. Morgan Securities LLC news1
Kienzle Wealth Consulting LLC1
LPL Financial LLC news1
Ned Davis Research, Inc.1
RBC Capital Markets, LLC news1
Rockefeller Capital Management news1
Team Wealth & Tax Advisors1
Truist Advisory Services, Inc. news1

Advisors in Nokomis, A to Z

Search all of Florida →

Other cities in Florida

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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 Nokomis, FL?

25 investment adviser representatives are registered at firm offices in Nokomis, Florida, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Nokomis?

Osaic Wealth, Inc., with 4 registered advisors in Nokomis, followed by Raymond James Financial Services Advisors, Inc. with 4.

How do I check a financial advisor in Nokomis?

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.