Financial ADVSR advisor directory · SEC adviser records
Golden Road Advisors LLC financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Golden Road Advisors LLC office in Tampa, A to Z.
The short answer
4 registered advisors work at Golden Road Advisors LLC in Tampa, out of 4 at the firm nationwide; it ranks number 83 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Golden Road Advisors LLC advisors in Tampa, A to Z
Every Golden Road Advisors LLC advisor →- Kevin A. CaldwellCertified Financial Planner
- Jeffrey S. KikolerCertified Financial Planner, Chartered Financial Analyst
- Brielle R. VieiraInvestment adviser rep
- Brady M. WrightCertified Financial Planner
Golden Road Advisors LLC advisors in every city and state →Golden Road Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Tampa
All Tampa advisors →Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56
Questions
How many financial advisors does Golden Road Advisors LLC have in Tampa?
4 investment adviser representatives are registered at Golden Road Advisors LLC offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Golden Road Advisors LLC one of the largest advisor employers in Tampa?
Golden Road Advisors LLC ranks number 83 in Tampa by registered advisors; Fisher Investments has the most, with 374.
How do I check a Golden Road Advisors LLC 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 Golden Road Advisors LLC 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.