Financial ADVSR advisor directory · SEC adviser records
J. W. Cole Advisors, Inc. financial advisors in Trinity, FL
Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in Trinity, A to Z.
The short answer
3 registered advisors work at J. W. Cole Advisors, Inc. in Trinity, out of 437 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
J. W. Cole Advisors, Inc. advisors in Trinity, A to Z
Every J. W. Cole Advisors, Inc. advisor →- Dorothea S. ColeAlso a broker rep
- Damon A. PalestraAlso a broker rep
- Robert W. TillerCertified Financial Planner · Also a broker rep
J. W. Cole Advisors, Inc. advisors in every city and state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
J. W. Cole Advisors, Inc. advisors in other cities
Tampa, FL 228Pittsford, NY 7Midlothian, VA 5White Oak, PA 5Colorado Springs, CO 4Huntsville, AL 4Bethlehem, PA 3Clearwater, FL 3Erie, PA 3Grand Rapids, MI 3Irvine, CA 3Lake Forest, CA 3Lakeville, MN 3Lakewood Ranch, FL 3Lancaster, PA 3
Other firms in Trinity
All Trinity advisors →LPL Financial LLC 11Raymond James & Associates, Inc. 6Edward Jones 4Osaic Wealth, Inc. 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3Sanctuary Advisors, LLC 3
Questions
How many financial advisors does J. W. Cole Advisors, Inc. have in Trinity?
3 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Trinity, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 437 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is J. W. Cole Advisors, Inc. one of the largest advisor employers in Trinity?
J. W. Cole Advisors, Inc. ranks number 6 in Trinity by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a J. W. Cole Advisors, Inc. advisor in Trinity?
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 J. W. Cole Advisors, Inc. 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.