Financial ADVSR advisor directory · SEC adviser records
Sequoia Financial Group, L.L.C. financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Sequoia Financial Group, L.L.C. office in Tampa, A to Z.
The short answer
10 registered advisors work at Sequoia Financial Group, L.L.C. in Tampa, out of 232 at the firm nationwide; it ranks number 37 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Sequoia Financial Group, L.L.C. advisors in Tampa, A to Z
Every Sequoia Financial Group, L.L.C. advisor →- Kyra BowdenInvestment adviser rep
- Thomas R. FoxCertified Financial Planner
- Richard M. KallmeyerInvestment adviser rep
- Amber M. MacbethInvestment adviser rep
- Eric G. McNewChartered Financial Analyst
- John M. RedheadCertified Financial Planner
- Anthony J. RomeCertified Financial Planner
- Austin A. TannerCertified Financial Planner
- Alexandria WetmoreInvestment adviser rep
- Nazley R. WilsonCertified Financial Planner
Sequoia Financial Group, L.L.C. advisors in every city and state →Sequoia Financial Group, L.L.C.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequoia Financial Group, L.L.C. advisors in other cities
Akron, OH 109Northfield, MN 15Berwyn, PA 10Bloomington, MN 10Mayfield Heights, OH 9Troy, MI 8Beachwood, OH 5Boulder, CO 5Dublin, OH 5Burlington, MA 4Minneapolis, MN 4Phoenix, AZ 3Charleston, SC 2Cottonwood Heights, UT 2Denver, CO 2
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 Sequoia Financial Group, L.L.C. have in Tampa?
10 investment adviser representatives are registered at Sequoia Financial Group, L.L.C. offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 232 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Sequoia Financial Group, L.L.C. one of the largest advisor employers in Tampa?
Sequoia Financial Group, L.L.C. ranks number 37 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Sequoia Financial Group, L.L.C. 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 Sequoia Financial Group, L.L.C. 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.