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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Charlotte, FL

Every SEC-registered investment adviser representative at a firm office in Port Charlotte, with the firms that employ the most of them.

61 registered advisors work in Port Charlotte; the most are at Synovus Securities, Inc. (8). 12 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Port Charlotte

FirmAdvisors in Port Charlotte
Synovus Securities, Inc.8
Edward Jones news6
Coquina Private Wealth Advisors5
Cetera Investment Advisers LLC news3
Ideal Retirement Solutions3
LPL Financial LLC news3
Pfs Investments Inc.3
Strategic Advisers LLC3
Great Valley Advisor Group, LLC2
Raymond James & Associates, Inc. news2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Amerigo Asset Management Corporation1
Ameriprise Financial Services, LLC news1
Carmel Capital Partners, LLC1
Centaurus Financial, Inc.1
Crouch Investment Group, Inc.1
Elm Tree Capital Management LLC1
Huntleigh Advisors, Inc.1
Ifg Advisory, LLC1
J.P. Morgan Securities LLC news1
Landing Financial Group, Inc.1
Lci Advisors1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Institutions, Inc. news1

Advisors in Port Charlotte, A to Z

CFP advisors in Port Charlotte →

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 Port Charlotte, FL?

61 investment adviser representatives are registered at firm offices in Port Charlotte, Florida, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Port Charlotte?

Synovus Securities, Inc., with 8 registered advisors in Port Charlotte, followed by Edward Jones with 6.

How do I check a financial advisor in Port Charlotte?

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.