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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Valrico, FL

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

The short answer

27 registered advisors work in Valrico; the most are at Edward Jones (6). 2 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Valrico

FirmAdvisors in Valrico
Edward Jones news6
State Farm Investment Management Corp.3
Strategic Advisers LLC3
Fifth Third Securities, Inc.2
Aft, Forsyth & Sober, LLC1
Belpointe Asset Management LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Charles Schwab & Co., Inc. news1
Hornor, Townsend & Kent, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Sterling Advisory Services, LLC1
T. Rowe Price Advisory Services, Inc.1

Advisors in Valrico, A to Z

CFP advisors in Valrico →

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 Valrico, FL?

27 investment adviser representatives are registered at firm offices in Valrico, Florida, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Valrico?

Edward Jones, with 6 registered advisors in Valrico, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Valrico?

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.