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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Orange, FL

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

The short answer

29 registered advisors work in Port Orange; the most are at Edward Jones (10). 2 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Port Orange

FirmAdvisors in Port Orange
Edward Jones news10
LPL Financial LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news1
Equitable Advisors, LLC news1
Fifth Third Securities, Inc.1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Truist Advisory Services, Inc. news1
Wells Fargo Clearing Services, LLC news1

Advisors in Port Orange, A to Z

CFP advisors in Port Orange →

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 Port Orange, FL?

29 investment adviser representatives are registered at firm offices in Port Orange, Florida, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Port Orange?

Edward Jones, with 10 registered advisors in Port Orange, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Port Orange?

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.