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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winter Garden, FL

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

55 registered advisors work in Winter Garden; the most are at The Life Wealth Group (8). 12 list the CFP designation and 46 are also registered broker representatives.

Firms with the most advisors in Winter Garden

FirmAdvisors in Winter Garden
The Life Wealth Group8
Edward Jones news6
J.P. Morgan Securities LLC news3
State Farm Investment Management Corp.3
Strategic Advisers LLC3
Cetera Investment Advisers LLC news2
Newell Wealth Management, LLC2
Raymond James Financial Services Advisors, Inc. news2
Truist Advisory Services, Inc. news2
Cambridge Investment Research Advisors, Inc. news1
Ciaston Financial Group LLC1
Commonwealth Financial Network news1
Core Wealth Consultants, LLC1
Fifth Third Securities, Inc.1
Florida Financial Planning LLC1
Hornor, Townsend & Kent, LLC1
Key Investment Services LLC1
LPL Financial LLC news1
M Group1
Meristead Wealth, LLC1
Missionsquare Retirement1
Morgan Stanley news1
Northwestern Mutual Investment Services, LLC1
Ocean Breeze Wealth LLC1
Osaic Wealth, Inc. news1

Advisors in Winter Garden, A to Z

CFP advisors in Winter Garden →

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 Winter Garden, FL?

55 investment adviser representatives are registered at firm offices in Winter Garden, Florida, according to the SEC's Investment Adviser Public Disclosure records. 46 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Winter Garden?

The Life Wealth Group, with 8 registered advisors in Winter Garden, followed by Edward Jones with 6.

How do I check a financial advisor in Winter Garden?

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.