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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winter Haven, FL

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

The short answer

76 registered advisors work in Winter Haven; the most are at LPL Financial LLC (18). 7 list the CFP designation and 67 are also registered broker representatives.

Firms with the most advisors in Winter Haven

FirmAdvisors in Winter Haven
LPL Financial LLC news18
Edward Jones news10
Morgan Stanley news5
Pfs Investments Inc.5
UBS Financial Services Inc. news5
State Farm Investment Management Corp.4
Ingram Advisory Services, LLC3
Amerity Wealth Management, LLC2
Independent Financial Partners2
Kovack Advisors, Inc.2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Raymond James & Associates, Inc. news2
Wells Fargo Clearing Services, LLC news2
Wells Global Investment Advisers LLC2
Wells Investments, Inc.2
Campbell & Associates1
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Emeraldspark Investments1
Empower Advisory Group, LLC1
Foundations Investment Advisors LLC1
Iplan1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1

Advisors in Winter Haven, A to Z

CFP advisors in Winter Haven →

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 Winter Haven, FL?

76 investment adviser representatives are registered at firm offices in Winter Haven, Florida, according to the SEC's Investment Adviser Public Disclosure records. 67 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Winter Haven?

LPL Financial LLC, with 18 registered advisors in Winter Haven, followed by Edward Jones with 10.

How do I check a financial advisor in Winter Haven?

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.