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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Trinity, FL

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

The short answer

38 registered advisors work in Trinity; the most are at LPL Financial LLC (9). 12 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Trinity

FirmAdvisors in Trinity
LPL Financial LLC news9
Raymond James & Associates, Inc. news6
Edward Jones news4
Sanctuary Advisors, LLC3
Cetera Investment Advisers LLC news2
Osaic Wealth, Inc. news2
Pelorus Financial, LLC2
Raymond James Financial Services Advisors, Inc. news2
Ameriprise Financial Services, LLC news1
Ele Advisory Services, Inc.1
Equitable Advisors, LLC news1
Independent Financial Group, LLC1
Lebrigh Life Planners1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1
Truvestments Capital LLC1

Advisors in Trinity, A to Z

CFP advisors in Trinity →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Trinity, FL?

38 investment adviser representatives are registered at firm offices in Trinity, Florida, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Trinity?

LPL Financial LLC, with 9 registered advisors in Trinity, followed by Raymond James & Associates, Inc. with 6.

How do I check a financial advisor in Trinity?

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.