Financial ADVSR advisor directory · SEC adviser records
Advus Financial Partners, LLC financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Advus Financial Partners, LLC office in Winter Park, A to Z.
7 registered advisors work at Advus Financial Partners, LLC in Winter Park, out of 9 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Advus Financial Partners, LLC advisors in Winter Park, A to Z
Every Advus Financial Partners, LLC advisor →- Hayden T. ClemInvestment adviser rep
- James D. GayInvestment adviser rep
- Sally A. Hanley-WhitworthCertified Financial Planner
- Mark LamorielloInvestment adviser rep
- Mitchell A. LamorielloCertified Financial Planner
- Jeffrey S. RobertsInvestment adviser rep
- Joshua J. RoseInvestment adviser rep
Advus Financial Partners, LLC advisors in every city and state →Advus Financial Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Advus Financial Partners, LLC advisors in other cities
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8
Questions
How many financial advisors does Advus Financial Partners, LLC have in Winter Park?
7 investment adviser representatives are registered at Advus Financial Partners, LLC offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Advus Financial Partners, LLC one of the largest advisor employers in Winter Park?
Advus Financial Partners, LLC ranks number 13 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Advus Financial Partners, LLC advisor in Winter Park?
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 Advus Financial Partners, LLC 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.