Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Pensacola, FL
Every SEC-registered investment adviser representative at a firm office in Pensacola, with the firms that employ the most of them.
298 registered advisors work in Pensacola; the most are at Morgan Stanley (33). 0 list the CFP designation and 239 are also registered broker representatives.
Firms with the most advisors in Pensacola
Advisors in Pensacola, A to Z
Search all of Florida →- Brett J. AkersFsa Investment Group, LLC
- Nafees AlamStrategic Blueprint, LLC · Certified Financial Planner
- Robert A. AlftRaymond James & Associates, Inc.
- Edgar L. Allison IIIOsaic Wealth, Inc.
- Savannah ArnoldJ. W. Cole Advisors, Inc.
- Nathan T. BabbWells Fargo Advisors Financial Network, LLC
- Michael P. BaggettMorgan Stanley
- William T. BakerBenjamin Securities, Inc.
- Matthew W. BalkaFsa Investment Group, LLC
- James A. BarnesNavy Federal Investment Services, LLC · Certified Financial Planner
- Tina Y. BarnesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nadia L. BasiloneEdward Jones
- Brandon H. BaumNavy Federal Investment Services, LLC
- Joshua J. BenaventeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shawn E. BergstromEdward Jones
- Maureen M. BloodworthWells Fargo Clearing Services, LLC
- William R. Bowman Jr.Navy Federal Investment Services, LLC · Chartered Financial Consultant
- Ginger L. BrauneisIrving Street LLC
- Jeannan C. BrewerKingswood Wealth Advisors, LLC
- James S. BrickerWells Fargo Clearing Services, LLC
- Patrick W. BroadusMorgan Stanley
- Cover C. BrooksMorgan Stanley
- Jeffrey A. BrooksMorgan Stanley
- Zachary BrooksLPL Financial LLC · Certified Financial Planner
- Pierce A. BrosciousSaltmarsh Financial Advisors, LLC
- Christopher M. BrownsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alex BrumbackNavy Federal Investment Services, LLC
- Patrick B. BryantNavy Federal Investment Services, LLC · Certified Financial Planner
- Stephen W. BryarsMML Investors Services, LLC · Chartered Financial Consultant
- Karen S. BurkeSynovus Securities, Inc.
- Robert P. CalbertEdward Jones
- Michael E. CamferdamOsaic Wealth, Inc. · Certified Financial Planner
- Donald R. CampbellEdward Jones
- Samuel K. CarpenterState Farm Investment Management Corp.
- Jason W. CarterAlphastar Capital Management
- Adam D. CartwrightNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Reagan CarusoSynovus Securities, Inc.
- Ralph P. ChaudronCalton & Associates, Inc.
- Alysa ChesnutAmeriprise Financial Services, LLC
- Scott B. ClarkFirst Command Advisory Services
- Steven M. ClayMorgan Stanley
- Michael R. CockeWells Fargo Clearing Services, LLC
- Monica ComerNavy Federal Investment Services, LLC
- Jacey J. CosentinoEdward Jones · Certified Financial Planner
- John F. CosgroveKingsman Wealth Management Inc.
- Weston P. CramerEquitable Advisors, LLC
- Robin G. CrosbyMorgan Stanley
- Beverly M. Currin IIILPL Financial LLC
- Jarrod B. DawsonRaymond James & Associates, Inc.
- Brett M. DeavenportTruist Advisory Services, Inc.
- John DebuskFirst Command Advisory Services
- Olivia K. Di FilippoGradient Advisors, LLC
- Thomas F. DietrichTruist Advisory Services, Inc.
- Dr. Alfredo Gerardo DiscepoloEagle Strategies LLC
- Christina L. DossSaltmarsh Financial Advisors, LLC
- Charles R. Doucette Jr.Wells Fargo Clearing Services, LLC
- Michael D. DouglasStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Leon V. Dulion IIIDna Wealth Management LLC
- Joel C. DunhamEdward Jones · Certified Financial Planner
- Matthew C. DurhamFsa Investment Group, LLC
- Christian R. EarlyNavy Federal Investment Services, LLC
- Benjamin D. EastMorgan Stanley
- Joshua D. EastMorgan Stanley
- Lee H EllisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. EndecottAmeritas Advisory Services, LLC
- Stephen M. EnnisLPL Financial LLC
- Kyle R. EpsteinFsa Investment Group, LLC
- Tonya R. EstesMorgan Stanley
- Bryan D. EtheridgeNavy Federal Investment Services, LLC
- Andrew R. FlockMorgan Stanley
- Kimberly A. FlynnWells Fargo Clearing Services, LLC
- Bobby J. FogleWells Fargo Clearing Services, LLC
- Kyle FortmanMorgan Stanley
- McArthur FountainState Farm Investment Management Corp.
- Kari K. FoustNavy Federal Investment Services, LLC · Certified Financial Planner
- Jeremy D. FowlerNavy Federal Investment Services, LLC
- Pamela J. FoxWells Fargo Clearing Services, LLC
- William FrancisStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
- Pamela J. FranklinMag Cap
- Kevin D. FrostPfs Investments Inc.
- Jason J. FullerCetera Investment Advisers LLC
- Gracia GamezEdward Jones
- Justin GatesCetera Investment Advisers LLC
- Wiktor GierStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Celeste T. GilbreathEdward Jones
- Noah S. GillilandRaymond James Financial Services Advisors, Inc.
- Gary M. GoeppingerRaymond James Financial Services Advisors, Inc.
- Kelly A. GoodsonMorgan Stanley
- Kellie S. GrahamEdward Jones
- Dmitri T. GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Maxwell T. GreenbergAltrius Capital Management, Inc. · Certified Financial Planner
- Edward R. Gross IIITransamerica Retirement Advisors, LLC
- Douglas K. GuernseyGuernsey Financial, LLC
- Tripp C. HaleHale Wealth Management, LLC · Certified Financial Planner
- Michael C. HallSaltmarsh Financial Advisors, LLC · Certified Financial Planner
- Petya M. HamiltonMorgan Stanley
- Kevin A. HammerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karl A. HannaSafe Harbor Fiduciary, LLC
- Mark E. HannumStifel, Nicolaus & Company, Incorporated
- Bailey HargraveTruist Advisory Services, Inc.
- Anthony J. HarpMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mary C. HarperMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James D. HarrisonVitesse One Wealth LLC
- Brian T. HarrodMorgan Stanley
- Stephen T. HarrodMorgan Stanley
- Jacob D. HawkinsSwan Capital
- Bryan L. HazelwoodWells Fargo Advisors Financial Network, LLC
- Mark H. HembySaltmarsh Financial Advisors, LLC · Chartered Financial Analyst
- John Hendry IIIParaclete Life Planning L.L.c.
- Thomas J. HenriquesEquitable Advisors, LLC
- Karol H. HerediaCetera Investment Advisers LLC
- Daniel D. HermanRaymond James & Associates, Inc.
- Kent R. HerringCambridge Investment Research Advisors, Inc.
- Kathryn C. HillNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Walter B. HillState Farm Investment Management Corp. · Chartered Financial Consultant
- Michaela B. HintzNavy Federal Investment Services, LLC
- Audrey S. HirstPfs Investments Inc.
- Michael A. HoeflichAmeriprise Financial Services, LLC · Certified Financial Planner
- Isaac HollandMcAdam LLC
- Ashley M. HooperMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah K. HorneSaltmarsh Financial Advisors, LLC · Certified Financial Planner
- James P. HosmanFsa Investment Group, LLC
- Johnathan D. HosmanFsa Investment Group, LLC
- Jeanne S. HowieMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John E. HuberMorgan Stanley
- James P. Hunter Jr.Edward Jones
- Meaghan E. IvesNewedge Advisors
- James K. JohnsonEdward Jones
- Jennifer A. JohnsonStifel, Nicolaus & Company, Incorporated
- Warren J. Johnson Jr.Navy Federal Investment Services, LLC · Chartered Financial Consultant
- Martha JonesStifel, Nicolaus & Company, Incorporated
- Barksdale JordanStifel, Nicolaus & Company, Incorporated
- Lucas P. JuerySwan Capital
- Steven H. JungeEquitable Advisors, LLC · Chartered Financial Consultant
- Julie A. Kandel-PogueMorgan Stanley
- Bradley J. KeelBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Brieane S. KelleyWells Fargo Clearing Services, LLC
- Christopher KellyMorgan Stanley
- James KellyMorgan Stanley · Certified Financial Planner
- Shawn M. KellyAmeriprise Financial Services, LLC
- Tyler KercherState Farm Investment Management Corp.
- Wendy S. KickhofelValic Financial Advisors, Inc.
- Miranda L. KingEagle Strategies LLC
- Philip S. KingreyTransamerica Financial Advisors, LLC
- Katie I. KingsmanKingsman Wealth Management Inc.
- Christopher B. KitchensKitchensink Financial Planning, LLC
- John M. KizziahState Farm Investment Management Corp.
- Lacy J. KleiveWells Fargo Clearing Services, LLC
- Clinton E. KoenMwa Financial Services Inc.
- Robert B. KornemannRaymond James & Associates, Inc.
- Scott M. Kuchera Jr.Edward Jones
- Charles C. KudrnaAmeriprise Financial Services, LLC
- Ronald J. KudrnaAmeriprise Financial Services, LLC
- Chae H. KyleWealthtrust Asset Management, LLC
- Matthew H. LacourMorgan Stanley
- Gordon R. LacquementKoi Portfolio Management, LLC
- Frederick A. Lambert IIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Angela B. LaneWells Fargo Advisors Financial Network, LLC
- Patrick G. LanzaCambridge Investment Research Advisors, Inc.
- David B. LarsenFirst Command Advisory Services
- Thomas W. LaundrieBenjamin Securities, Inc.
- Peter E. LauterRaymond James Financial Services Advisors, Inc.
- James LawrenceFirst Command Advisory Services
- Ernst C. LeidnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. LeidnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stacy S. LentineMorgan Stanley
- Arthur Lima D'El Rei FragaSwan Capital
- Jonathan J. LloydTruist Advisory Services, Inc.
- Bret B. LomaxMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason M. LombardoWells Fargo Advisors Financial Network, LLC
- Tyler W. LovettNavy Federal Investment Services, LLC
- Mei L. LoweryStifel, Nicolaus & Company, Incorporated
- Nancy M. LowreyFsa Investment Group, LLC
- Robert C. LucierEdward Jones
- Michael E. Mabire IIStifel, Nicolaus & Company, Incorporated
- Andrea L. MackNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Hugh S. MannCetera Investment Advisers LLC
- Nicholas J. MannStifel, Nicolaus & Company, Incorporated
- Kristopher D. MarionMML Investors Services, LLC
- Howard B. MarshallSafe Harbor Fiduciary, LLC
- Martina M. MasonGradient Advisors, LLC
- Melissa MattesonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Micah R. MattoonEdward Jones · Certified Financial Planner
- John I. Mayfield IIICetera Investment Advisers LLC · Certified Financial Planner
- Eric M. McArthurTransamerica Financial Advisors, LLC
- Scott R. McCaghrenSafe Harbor Fiduciary, LLC
- Bethany C. McDonaldMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Johanna J. McGillEdward Jones
- David W. McKean Jr.Ameriprise Financial Services, LLC
- Timothy B. McLartyAmeriprise Financial Services, LLC
- Andrew S. McNairSwan Capital
- William E. MeigsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William A. MertinsOsaic Wealth, Inc.
- Jennifer E. MillerStifel, Nicolaus & Company, Incorporated
- Ty MillerPark Avenue Securities LLC
- Suzanne L. MinterEdelman Financial Engines
- Thomas M. MitchamCambridge Investment Research Advisors, Inc.
- Marjorie T. MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Russell J. MorrisonTruist Advisory Services, Inc.
- William MoySwan Capital
- John M. MugarianFamilywealth Asset Management
- Larry G. MurphyEagle Strategies LLC
- Beth A. NavarreteMorgan Stanley
- Jacob L. NewcombMariner · Certified Financial Planner
- Thom W. NewcombAmeriprise Financial Services, LLC
- Rebecca S. NewtonFinancial Journey LLC · Certified Financial Planner
- Khoi B. NguyenNavy Federal Investment Services, LLC · Chartered Financial Consultant
- Stephen P. O'ReillyCetera Investment Advisers LLC · Certified Financial Planner
- Trevor S. OdomArmada Advisors
- Wesley S. OdomArmada Advisors
- Gary W. OflanaganGwblake & Company
- Matthew P. OneillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan M. OsbornMorgan Stanley
- Benjamin M. ParkerWells Fargo Clearing Services, LLC
- Amelia S. PateStifel, Nicolaus & Company, Incorporated
- Ryan D. PattonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Analyst
- George M. Peaden Jr.Saltmarsh Financial Advisors, LLC
- Stephen PedersonEagle Strategies LLC
- Ellison D. PennewillSoutheastern Financial Planning, LLC
- Joseph R. Peterson Jr.MML Investors Services, LLC
- John T. Pharr Jr.J. W. Cole Advisors, Inc.
- Brad A. PhelpsState Farm Investment Management Corp. · Chartered Financial Consultant
- Todd L. PhillipsNavy Federal Investment Services, LLC
- William A. PhillipsSummit Financial, LLC
- Charles D. PipesBrookstone Capital Management LLC
- Richard P. Poirier IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer S. PolandCetera Investment Advisers LLC
- Charles PoseyWells Fargo Advisors Financial Network, LLC
- Ruddie M. PowellNavy Federal Investment Services, LLC · Certified Financial Planner
- Judith P. PrimMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chad E. QuennevilleWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard L. RalstonCetera Investment Advisers LLC
- Rodney C. RandleCetera Investment Advisers LLC
- Matthew J. ReedFirst Command Advisory Services
- Susan D. ReedMorgan Stanley
- Dawne B. RehmStifel, Nicolaus & Company, Incorporated
- Erika S. RibbensLincoln Investment
- Richard T. RiveraUnited Capital Financial Advisors · Certified Financial Planner
- Jose A. RoblesNavy Federal Investment Services, LLC
- John F. Ronderos Jr.Vm. Group
- Kevin S. RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derek S. RyderTruist Advisory Services, Inc.
- Kelly L. RylandIndependent Financial Partners
- Ignacio S. SalazarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew W. SchmidtRaymond James & Associates, Inc.
- Troy S. SchoonoverNavy Federal Investment Services, LLC
- Anna E. SchoorKingswood Wealth Advisors, LLC
- Timothy J. SchossowValic Financial Advisors, Inc. · Certified Financial Planner
- Joseph J. Schultz Jr.Navy Federal Investment Services, LLC
- Evan J. SeagleHhm Wealth Advisors, LLC
- John M. Shaffer IVState Farm Investment Management Corp.
- Joshua Z. SharpFirst Command Advisory Services
- Monica L. ShermanRaymond James & Associates, Inc. · Personal Financial Specialist
- John H. ShoemakerCharles Schwab & Co., Inc.
- Cameron Smith IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Damon SmithStifel, Nicolaus & Company, Incorporated
- Paul R. SniderMorgan Stanley
- Paul R. SniderMorgan Stanley
- Victor P. Sokul IIIFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Danny G. SteeleThe Retirement Planners, USA, LLC
- Christina M. StrautAmeriprise Financial Services, LLC
- Whitney M. StreckAmeriprise Financial Services, LLC
- William C. StricklandNorthwestern Mutual Investment Services, LLC
- John D. StricklerCetera Investment Advisers LLC
- Lorrie A. SwartzMorgan Stanley
- Elizabeth M. ThiemeMorgan Stanley
- Robert B. ThompsonOsaic Wealth, Inc.
- Stephen G. TimberlakeMorgan Stanley
- Joshua T. TrahanWells Fargo Advisors Financial Network, LLC
- Du V. TranEagle Strategies LLC
- Paula R. TurnerSynovus Securities, Inc.
- John S. TuttleNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Michael J. TylavskyWells Fargo Clearing Services, LLC
- William Van VoorhisMorgan Stanley
- Alexander E. VaridinStifel, Nicolaus & Company, Incorporated
- Jamie L. ViaSwan Capital
- Eric J. WalkerSouthstate Private Capital Management LLC
- Phillip B. WalkerApproach Retirement Advisors, LLC · Certified Financial Planner
- David M. WallinNavy Federal Investment Services, LLC
- Jonathan L. WarrenStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- James A. WebbFsa Investment Group, LLC · Chartered Financial Analyst
- William J. WeeksWells Fargo Clearing Services, LLC
- James R. WellsFsa Investment Group, LLC
- Samantha M. WellsLincoln Investment
- Dale C. WeltyArbordale Wealth Management, LLC
- Robert M. WhibbsMorgan Stanley
- Mary R. WhiteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Julia K. WhitleyUnited Capital Financial Advisors
- Jesse L. WickhamValic Financial Advisors, Inc.
- Emory WilkinsonMorgan Stanley
- Carl WillertStifel, Nicolaus & Company, Incorporated
- Deshana Williams-HarbaughMorgan Stanley
- Yu-Mei L. WilliamsonAmeriprise Financial Services, LLC
- Tod F. WilsonWells Fargo Clearing Services, LLC
- Richard C. WrightMML Investors Services, LLC
- William B. WrightAmeriprise Financial Services, LLC
- Todd ZaborskiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Steven K. ZareckBrookstone Capital Management LLC
Other cities in Florida
All of Florida →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 316Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262Stuart 261
Questions
How many financial advisors are in Pensacola, FL?
298 investment adviser representatives are registered at firm offices in Pensacola, Florida, according to the SEC's Investment Adviser Public Disclosure records. 239 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Pensacola?
Morgan Stanley, with 33 registered advisors in Pensacola, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 24.
How do I check a financial advisor in Pensacola?
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.