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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yulee, FL

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

19 registered advisors work in Yulee; the most are at Strategic Advisers LLC (6). 2 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Yulee

FirmAdvisors in Yulee
Strategic Advisers LLC6
Advanced Financial Strategists Inc.2
State Farm Investment Management Corp.2
Transamerica Retirement Advisors, LLC2
Edward Jones news1
Empower Advisory Group, LLC1
Gibbs Wealth Management, LLC1
Independent Financial Partners1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Wells Fargo Clearing Services, LLC news1

Advisors in Yulee, A to Z

CFP advisors in Yulee →

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 Yulee, FL?

19 investment adviser representatives are registered at firm offices in Yulee, Florida, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Yulee?

Strategic Advisers LLC, with 6 registered advisors in Yulee, followed by Advanced Financial Strategists Inc. with 2.

How do I check a financial advisor in Yulee?

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.