Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Pace, FL
Every SEC-registered investment adviser representative at a firm office in Pace, with the firms that employ the most of them.
The short answer
15 registered advisors work in Pace; the most are at Edward Jones (4). 3 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Pace
Advisors in Pace, A to Z
CFP advisors in Pace →- John S. CowlingState Farm Investment Management Corp.
- Michael S. CrouchCyndeo Wealth Partners
- Rhett L. FendleyLPL Financial LLC
- James K. JohnsonEdward Jones
- Joshua L. JonesCetera Investment Advisers LLC
- Scott A. KlaassenTurner Financial Group, Inc.
- John J. Kostic Jr.Turner Financial Group, Inc. · Certified Financial Planner
- Heather J. LovalloWrenne Financial Planning LLC · Certified Financial Planner
- Sharhonda L. OwensEdward Jones
- Jessica A. ScallanState Farm Investment Management Corp.
- Joseph J. Schultz Jr.Navy Federal Investment Services, LLC
- Shane M. ScottTurner Financial Group, Inc. · Certified Financial Planner
- Jacob L. SingletonEdward Jones
- Thavaselan SubramaniamTurner Financial Group, Inc. · Chartered Financial Consultant
- Michael J. UtkeEdward Jones
Other cities in Florida
All of Florida →Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250
Questions
How many financial advisors are in Pace, FL?
15 investment adviser representatives are registered at firm offices in Pace, Florida, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Pace?
Edward Jones, with 4 registered advisors in Pace, followed by Turner Financial Group, Inc. with 4.
How do I check a financial advisor in Pace?
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.