Financial ADVSR advisor directory · SEC adviser records
Tobias Financial Advisors financial advisors in Plantation, FL
Every SEC-registered investment adviser representative at a Tobias Financial Advisors office in Plantation, A to Z.
The short answer
7 registered advisors work at Tobias Financial Advisors in Plantation, out of 7 at the firm nationwide; it ranks number 8 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Tobias Financial Advisors advisors in Plantation, A to Z
Every Tobias Financial Advisors advisor →- Edzai K. ChimedzaCertified Financial Planner
- Franklin G. Gay IVCertified Financial Planner
- Matthew S. HauptmanCertified Financial Planner
- Charles J. NesmithCertified Financial Planner, Chartered Financial Analyst
- Yesenia RealejoCertified Financial Planner
- Francheska M. RuizCertified Financial Planner
- Matthew D. SaneholtzCertified Financial Planner, Chartered Financial Analyst
Tobias Financial Advisors advisors in every city and state →Tobias Financial Advisors: 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 8Mg&A Wealth 8Charles Schwab & Co., Inc. 7Edward Jones 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 Tobias Financial Advisors have in Plantation?
7 investment adviser representatives are registered at Tobias Financial Advisors offices in Plantation, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Tobias Financial Advisors one of the largest advisor employers in Plantation?
Tobias Financial Advisors ranks number 8 in Plantation by registered advisors; Morgan Stanley has the most, with 45.
How do I check a Tobias Financial Advisors 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 Tobias Financial Advisors 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.