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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Temple Terrace, FL

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

12 registered advisors work in Temple Terrace; the most are at Truist Advisory Services, Inc. (2). 2 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Temple Terrace

FirmAdvisors in Temple Terrace
Truist Advisory Services, Inc. news2
American Family Legacy Group1
Calton & Associates, Inc.1
Charles Schwab & Co., Inc. news1
Commonwealth Financial Network news1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
PNC Wealth Management LLC1
Raymond James & Associates, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in Temple Terrace, A to Z

CFP advisors in Temple Terrace →

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 Temple Terrace, FL?

12 investment adviser representatives are registered at firm offices in Temple Terrace, Florida, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Temple Terrace?

Truist Advisory Services, Inc., with 2 registered advisors in Temple Terrace, followed by American Family Legacy Group with 1.

How do I check a financial advisor in Temple Terrace?

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.