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Financial ADVSR advisor directory · SEC adviser records

Proper Wealth financial advisors in Tallahassee, FL

Every SEC-registered investment adviser representative at a Proper Wealth office in Tallahassee, A to Z.

3 registered advisors work at Proper Wealth in Tallahassee, out of 3 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Proper Wealth advisors in Tallahassee, A to Z

Every Proper Wealth advisor →

Proper Wealth advisors in every city and state →Proper Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Tallahassee

All Tallahassee advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 29LPL Financial LLC 25Capital Analysts 15Park Avenue Securities LLC 10MML Investors Services, LLC 8Edward Jones 7Raymond James & Associates, Inc. 7Northwestern Mutual Investment Services, LLC 6Smith Bruer 6Calton & Associates, Inc. 5Independent Advisor Alliance, LLC 5LPL Enterprise, LLC 5

Questions

How many financial advisors does Proper Wealth have in Tallahassee?

3 investment adviser representatives are registered at Proper Wealth offices in Tallahassee, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Proper Wealth one of the largest advisor employers in Tallahassee?

Proper Wealth ranks number 25 in Tallahassee by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 29.

How do I check a Proper Wealth advisor in Tallahassee?

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 Proper 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.