Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Palmetto, FL
Every SEC-registered investment adviser representative at a firm office in Palmetto, with the firms that employ the most of them.
The short answer
19 registered advisors work in Palmetto; the most are at Edward Jones (2). 1 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Palmetto
| Firm | Advisors in Palmetto |
|---|---|
| Edward Jones news | 2 |
| Integrity Financial Strategies | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Usaa Investment Services Company | 2 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Integrity Alliance, LLC. | 1 |
| LPL Enterprise, LLC news | 1 |
| LPL Financial LLC news | 1 |
| Pinnacle Investments, LLC | 1 |
| Raymond James & Associates, Inc. news | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Spc | 1 |
| The Private Client Advisory Group, LLC | 1 |
| Total Wealth Planning And Management, Inc. | 1 |
| Truist Advisory Services, Inc. news | 1 |
Advisors in Palmetto, A to Z
CFP advisors in Palmetto →- Stephen P. BrownIntegrity Alliance, LLC.
- Michael A. EspinosaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacki FarrarIntegrity Financial Strategies · Certified Financial Planner
- Stephanie L. FarrarIntegrity Financial Strategies
- Jonathan M. FoxPinnacle Investments, LLC
- Matthew J. GlickenhausSpc
- Brett S. KalbfleischUsaa Investment Services Company · Chartered Financial Consultant
- Debbie LancasterEdward Jones
- Lori A. MondelloUsaa Investment Services Company
- Rhonda L. MorcilloRaymond James & Associates, Inc.
- David E. NicewarnerLPL Financial LLC
- Linda A. ParisiCambridge Investment Research Advisors, Inc.
- Jeffrey M. PattenEdward Jones
- Bryan D. PotaccoTruist Advisory Services, Inc.
- Ricardo RiveraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mary RomeoLPL Enterprise, LLC
- J S. SavageThe Private Client Advisory Group, LLC
- William H. ThurberRaymond James Financial Services Advisors, Inc.
- Reid T. WinderTotal Wealth Planning And Management, Inc.
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244
Questions
How many financial advisors are in Palmetto, FL?
19 investment adviser representatives are registered at firm offices in Palmetto, Florida, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Palmetto?
Edward Jones, with 2 registered advisors in Palmetto, followed by Integrity Financial Strategies with 2.
How do I check a financial advisor in Palmetto?
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.