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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Orlando, FL

Every SEC-registered investment adviser representative at a Capital Analysts office in Orlando, A to Z.

4 registered advisors work at Capital Analysts in Orlando, out of 585 at the firm nationwide; it ranks number 42 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Capital Analysts advisors in Orlando, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8

Other firms in Orlando

All Orlando advisors →

Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31

Questions

How many financial advisors does Capital Analysts have in Orlando?

4 investment adviser representatives are registered at Capital Analysts offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Orlando?

Capital Analysts ranks number 42 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.

How do I check a Capital Analysts advisor in Orlando?

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 Capital Analysts 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.