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Financial ADVSR advisor directory · SEC adviser records

Craft Wealth Services financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Craft Wealth Services office in Tampa, A to Z.

5 registered advisors work at Craft Wealth Services in Tampa, out of 7 at the firm nationwide; it ranks number 66 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Craft Wealth Services advisors in Tampa, A to Z

Every Craft Wealth Services advisor →

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

Craft Wealth Services advisors in other cities

Atlanta, GA 1Nashville, TN 1

Other firms in Tampa

All Tampa advisors →

Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59

Questions

How many financial advisors does Craft Wealth Services have in Tampa?

5 investment adviser representatives are registered at Craft Wealth Services offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Craft Wealth Services one of the largest advisor employers in Tampa?

Craft Wealth Services ranks number 66 in Tampa by registered advisors; Fisher Investments has the most, with 351.

How do I check a Craft Wealth Services advisor in Tampa?

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 Craft Wealth Services 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.