Financial ADVSR advisor directory · SEC adviser records
American Financial Advisors Inc. financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a American Financial Advisors Inc. office in Winter Park, A to Z.
The short answer
6 registered advisors work at American Financial Advisors Inc. in Winter Park, out of 6 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
American Financial Advisors Inc. advisors in Winter Park, A to Z
Every American Financial Advisors Inc. advisor →- Matthew J. BoyceCertified Financial Planner
- Alexander J. BrasInvestment adviser rep
- Andrew M. BrasCertified Financial Planner
- Mark J. BrasInvestment adviser rep
- James R. CableInvestment adviser rep
- William A. MertesChartered Financial Analyst
American Financial Advisors Inc. advisors in every city and state →American Financial Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 American Financial Advisors Inc. have in Winter Park?
6 investment adviser representatives are registered at American Financial Advisors Inc. offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is American Financial Advisors Inc. one of the largest advisor employers in Winter Park?
American Financial Advisors Inc. ranks number 15 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a American Financial Advisors Inc. 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 American Financial 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.