Financial ADVSR advisor directory · SEC adviser records
Mg&A Wealth financial advisors in Plantation, FL
Every SEC-registered investment adviser representative at a Mg&A Wealth office in Plantation, A to Z.
The short answer
8 registered advisors work at Mg&A Wealth in Plantation, out of 8 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Mg&A Wealth advisors in Plantation, A to Z
Every Mg&A Wealth advisor →- Jeremy J. BaileyInvestment adviser rep
- Todd M. BattagliaAlso a broker rep
- Hugo M. CalenzaniAlso a broker rep
- Karina P. HinkelmannAlso a broker rep
- Scott LamCertified Financial Planner · Also a broker rep
- Scarlyn M. LeonardoAlso a broker rep
- James S. O'HalloranAlso a broker rep
- Carolina RestrepoAlso a broker rep
Mg&A Wealth advisors in every city and state →Mg&A Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plantation
All Plantation advisors →Morgan Stanley 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 17MML Investors Services, LLC 13Ameriprise Financial Services, LLC 8Charles Schwab & Co., Inc. 7Edward Jones 7Tobias Financial Advisors 7State Farm Investment Management Corp. 6J.P. Morgan Securities LLC 5Cambridge Investment Research Advisors, Inc. 4LPL Financial LLC 4Modera Wealth Management, LLC 4
Questions
How many financial advisors does Mg&A Wealth have in Plantation?
8 investment adviser representatives are registered at Mg&A Wealth offices in Plantation, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Mg&A Wealth one of the largest advisor employers in Plantation?
Mg&A Wealth ranks number 5 in Plantation by registered advisors; Morgan Stanley has the most, with 45.
How do I check a Mg&A Wealth advisor in Plantation?
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 Mg&A Wealth 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.