Financial ADVSR advisor directory · SEC adviser records
Equitable Advisors, LLC financial advisors in Ocala, FL
Every SEC-registered investment adviser representative at a Equitable Advisors, LLC office in Ocala, A to Z.
4 registered advisors work at Equitable Advisors, LLC in Ocala, out of 4,519 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Equitable Advisors, LLC advisors in Ocala, A to Z
Every Equitable Advisors, LLC advisor →- James A. FespermanAlso a broker rep
- Grant McMahonAlso a broker rep
- Jorge L. VazquezAlso a broker rep
- Shawn C. WhiteAlso a broker rep
Equitable Advisors, LLC advisors in every city and state →Equitable Advisors, LLC: assets, clients and custodians →Equitable news and advisor moves →Advisor Moves: who changed firms this week →
Equitable Advisors, LLC advisors in other cities
New York, NY 319Melville, NY 164Bala Cynwyd, PA 148Williamsville, NY 99Woodbridge, NJ 85Oak Brook, IL 84Bellevue, WA 79Wellesley, MA 69Rochester, NY 65Syracuse, NY 65Troy, MI 63Dallas, TX 57Charlotte, NC 54Miami, FL 53Irvine, CA 52
Other firms in Ocala
All Ocala advisors →Truist Advisory Services, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 13Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Edward Jones 8Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6
Questions
How many financial advisors does Equitable Advisors, LLC have in Ocala?
4 investment adviser representatives are registered at Equitable Advisors, LLC offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4,519 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Equitable Advisors, LLC one of the largest advisor employers in Ocala?
Equitable Advisors, LLC ranks number 15 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.
How do I check a Equitable Advisors, LLC advisor in Ocala?
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 Equitable Advisors, LLC 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.