Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Winter Springs, FL
Every SEC-registered investment adviser representative at a firm office in Winter Springs, with the firms that employ the most of them.
33 registered advisors work in Winter Springs; the most are at Planmember Securities Corporation (5). 7 list the CFP designation and 31 are also registered broker representatives.
Firms with the most advisors in Winter Springs
Advisors in Winter Springs, A to Z
CFP advisors in Winter Springs →- Danielle BellefeuilleMML Investors Services, LLC
- Carol A. BoweWealth Enhancement Advisory Services, LLC
- Kevin L. ChampagneEdward Jones
- Warren ChungStrategic Advisers LLC
- Brooks A. CluxtonJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Luke A. CurtisFra Wealth Management LLC
- Jason DiazStrategic Advisers LLC
- Anthony M. DoniniCetera Investment Advisers LLC
- Judah-Ben ErnstPlanmember Securities Corporation
- Brandon S. FairEdward Jones · Certified Financial Planner
- Chad FaulkenberryHightower Advisors, LLC · Certified Financial Planner
- Karl A. FurnoJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Frank GarcesJ.P. Morgan Securities LLC
- Jhoanny V. Garcia-CardenasTruist Advisory Services, Inc.
- Vadim KlochkoEdward Jones · Certified Financial Planner
- Maksim N. KovachevWells Fargo Clearing Services, LLC
- Steven D. LehrerJ.P. Morgan Securities LLC
- Thomas N. LobassoPlanmember Securities Corporation
- Carroll C. MatthewsPlanmember Securities Corporation
- Kenneth W. MullinsLPL Enterprise, LLC
- Nigel R. PerrymanPlanmember Securities Corporation
- Melody M. PriceRaymond James & Associates, Inc.
- Steven B. ReslerSequoia Financial Group, L.L.C. · Certified Financial Planner
- Matthew S. RitzmaThrivent Investment Management Inc.
- Esteban R. RondonEquitable Advisors, LLC
- Justine SachettaEdward Jones
- Vikram K. ShahTruist Advisory Services, Inc.
- Caleb M. SibleyAmeriprise Financial Services, LLC
- Eric C. TharpPlanmember Securities Corporation
- Lisa F. ThompsonWells Fargo Clearing Services, LLC
- Paul A. TierneyEquitable Advisors, LLC
- Andrew L. Toshie IIIbn Asset Management, LLC
- Todd M. WoodardJ. W. Cole Advisors, Inc. · Certified Financial Planner
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 Springs, FL?
33 investment adviser representatives are registered at firm offices in Winter Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records. 31 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Winter Springs?
Planmember Securities Corporation, with 5 registered advisors in Winter Springs, followed by Edward Jones with 4.
How do I check a financial advisor in Winter Springs?
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.