Financial ADVSR advisor directory · SEC adviser records
Sfg Wealth Advisors, LLC financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Sfg Wealth Advisors, LLC office in Tampa, A to Z.
The short answer
3 registered advisors work at Sfg Wealth Advisors, LLC in Tampa, out of 3 at the firm nationwide; it ranks number 100 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Sfg Wealth Advisors, LLC advisors in Tampa, A to Z
Every Sfg Wealth Advisors, LLC advisor →- Emily E. KellyInvestment adviser rep
- Bruce D. Snyder Jr.Certified Financial Planner · Also a broker rep
- David J. ZalloInvestment adviser rep
Sfg Wealth Advisors, LLC advisors in every city and state →Sfg Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Sfg Wealth Advisors, LLC have in Tampa?
3 investment adviser representatives are registered at Sfg Wealth Advisors, LLC offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Sfg Wealth Advisors, LLC one of the largest advisor employers in Tampa?
Sfg Wealth Advisors, LLC ranks number 100 in Tampa by registered advisors; Fisher Investments has the most, with 351.
How do I check a Sfg Wealth 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 Sfg Wealth 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.