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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tavares, FL

Every SEC-registered investment adviser representative at a firm office in Tavares, with the firms that employ the most of them.

22 registered advisors work in Tavares; the most are at Destiny Wealth Partners, LLC (8). 5 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Tavares

FirmAdvisors in Tavares
Destiny Wealth Partners, LLC8
Destiny Family Office4
Raymond James & Associates, Inc. news3
LPL Financial LLC news2
Synergy Investment Management LLC2
Cetera Investment Advisers LLC news1
Edward Jones news1
Legacy Trust Advisors LLC1
Lsp Advisory LLC1
Thrivent Investment Management Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Tavares, A to Z

CFP advisors in Tavares →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

How many financial advisors are in Tavares, FL?

22 investment adviser representatives are registered at firm offices in Tavares, Florida, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Tavares?

Destiny Wealth Partners, LLC, with 8 registered advisors in Tavares, followed by Destiny Family Office with 4.

How do I check a financial advisor in Tavares?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.