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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Creegan is a financial professional with over 10 years of experience in the industry. Thomas is currently registered with Raymond James & Associates, Inc. in St. Petersburg, Florida. Prior to that, Thomas held positions with Houlihan Lokey Capital, Inc. in Chicago, Illinois, and KeyBanc Capital Markets Inc. in Cleveland, Ohio. Thomas specializes in a wide range of financial services, including portfolio management, financial planning, and investment banking.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Waypoints Financial

location

SEBRING, FL

disclosure

2 Disclosures

ADVISOR BIO

Thomas Crutchfield is an investment advisor representative with Waypoints Financial. Thomas has been in the industry since 2001, previously working with WFG INVESTMENTS, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., WACHOVIA SECURITIES, LLC, and A. G. EDWARDS & SONS, INC. Thomas specializes in providing financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

Palm Beach Gardens, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McDermott is a financial professional with over 14 years of experience in the industry. He is currently registered with LPL Financial LLC in Palm Beach Gardens, Florida. Thomas has previously been registered with MML Investors Services, LLC, Allstate Financial Services, LLC, WorldCo, L.L.C., Andover Brokerage, L.L.C., J.P. Turner & Company, L.L.C., Global Financial Group, Inc., IAR Securities Corp., and Royal Hutton Securities Corp. Thomas holds the Series 7, Series 63, Series 55, and SIE licenses and has earned the Certified Financial Planner designation. He is also licensed to sell non-variable insurance in Florida. Thomas specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Janney Montgomery Scott LLC

location

PALM BEACH GARDENS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Urban is a financial advisor at Janney Montgomery Scott LLC in Palm Beach Gardens, FL. Thomas has been in the industry since February 15, 2022 and is currently registered in 44 states and the District of Columbia. Thomas holds the Series 7TO, Series 66, and SIE licenses. Thomas's primary focus is in providing financial advice to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Fort Myers, FL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Mullan has been in the financial industry for over 16 years and is currently registered with Edward Jones. He is a registered representative in Florida. Thomas has a strong background in providing financial advice to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals. Thomas is committed to providing personalized financial advice and is known for his attention to detail and understanding of client needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Provenance Wealth Advisors

location

FORT LAUDERDALE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Scanlan is a financial advisor with Provenance Wealth Advisors. Thomas has been a registered representative since 1999 and has a strong track record of helping clients achieve their financial goals. Thomas's expertise includes retirement planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
PORTFOLIO CONSULTING SERVICES
Unclaimed

UBS Financial Services Inc.

location

MIAMI, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Duggan is a financial advisor currently registered with UBS Financial Services Inc. and has been in the industry since November 10, 2013. Thomas Duggan holds Series 3, 7, and 66 securities licenses, and has a SIE license as well. Thomas Duggan is registered with the state of Florida, and is also registered with the state of Arizona, California, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

SAINT PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Harmon is a financial advisor who has been in the industry since 2010. He is currently registered with Raymond James Financial Services Advisors, Inc. Thomas Harmon previously worked at RAYMOND JAMES & ASSOCIATES, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC.. Thomas Harmon holds the following licenses and certifications: Series 6, Series 7 and Series 66. Thomas Harmon has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Michael Azpiazu is a financial advisor with over 16 years of experience in the financial services industry. Thomas Azpiazu is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide financial services in 53 states and jurisdictions. Thomas Michael Azpiazu is also a Registered Investment Advisor in Florida and Texas. Thomas Azpiazu holds a variety of licenses and designations, including Series 4, 7, 9, 10, 24, 66 and SIE. Thomas Michael Azpiazu provides a wide range of financial services, including portfolio management for individuals, businesses, and pension plans.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Boca Raton, FL

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Arcuik is an investment advisor representative and registered representative with Cambridge Investment Research Advisors, Inc. in Boca Raton, FL. Thomas has been in the securities industry since August 1980 and has held previous positions with Cantella & Co., Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Smith Barney Inc., PaineWebber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is registered to provide investment advice in Florida, New York, Pennsylvania and South Carolina. Thomas also provides advisory services through Cambridge Investment Research Advisors, Inc. in Fairfield, IA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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