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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tavernier, FL

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

6 registered advisors work in Tavernier; the most are at LPL Financial LLC (2). 1 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Tavernier

FirmAdvisors in Tavernier
LPL Financial LLC news2
Cetera Investment Advisers LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
RBC Capital Markets, LLC news1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Tavernier, A to Z

CFP advisors in Tavernier →

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 Tavernier, FL?

6 investment adviser representatives are registered at firm offices in Tavernier, Florida, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Tavernier?

LPL Financial LLC, with 2 registered advisors in Tavernier, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Tavernier?

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.