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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Fourstar Wealth Advisors, LLC

location

Fort Myers, FL

experience

26 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Brian Megibow is a financial advisor with Fourstar Wealth Advisors, LLC. Brian is a registered representative with Series 7, 31 and 66 licenses. Brian has been in the financial services industry since 1999. Brian holds a Series 24 General Securities Principal Examination license. Brian has worked at several firms in the past including SunTrust Investment Services, Inc. and Ameriprise Financial Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

TAMPA, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brian Rowland is a financial advisor with over 20 years of experience in the financial services industry. Brian currently works for Edward Jones. Brian has a strong background in securities, having passed Series 63, Series 66 and Series 7 exams. Brian has held registrations in 24 states and has a vast network of clients and experience in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

LADY LAKE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Hentz is a financial advisor with over 20 years of experience in the industry. Brian is a Managing Member of Graunke & Hentz Wealth Management LLC. Brian is registered with LPL Financial LLC, and has been with the firm since November 2017. Brian's previous experience includes working as a financial advisor with National Planning Corporation, Morgan Stanley, and Securities America, Inc. Brian holds a number of licenses and certifications including Series 6, 7, 24, 62, and 66. Brian specializes in providing financial advice to individuals, corporations, charitable organizations, pension plans, and other business entities.

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

Firstrust | CFP ®,CFC ® (Certifications)

location

DAYTONA BEACH, FL

disclosure

1 Disclosures

ADVISOR BIO

Brian Sirota is a financial advisor registered in Florida and Georgia. Brian holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Brian is also a Certified Financial Planner and a Chartered Financial Consultant. Brian is currently employed at Firstrust, a Registered Investment Advisor that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and pension plans. Brian has over 10 years of experience in the financial services industry. Before joining Firstrust, Brian worked at E*TRADE SECURITIES LLC and Fidelity Brokerage Services LLC. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

OCALA, FL

experience

25 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Brian Casey is a financial advisor with LPL Financial LLC. Brian has been in the industry since 2000. Brian has passed the Series 3, 7, 9, 10, 31, 63, and 66 exams and is registered to provide investment advice in 21 states and the District of Columbia. Brian has previously worked with Morgan Stanley, Ameriprise Financial Services, LLC and A. G. Edwards & Sons, Inc.

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

Cambridge Investment Research Advisors, Inc.

location

Davenport, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Brian Maruschak is a financial advisor with over 25 years of experience in the financial services industry. Brian has been associated with Cambridge Investment Research Advisors, Inc. since 2011. Prior to that, Brian worked with Tower Square Securities, Inc., The O.N. Equity Sales Company, Multi-Financial Securities Corporation, Legacy Financial Services, Inc., Prime Capital Services, Inc., and New England Securities. Brian holds a Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, SIE, and Series 99TO licenses. Brian is registered with the state of Florida, Iowa, Ohio, and Pennsylvania. Brian is a member of the National Association of Insurance & Financial Advisors (NAIFA).

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
Unclaimed

Mariner Wealth | CFP ®,CFA ® (Certifications)

location

Naples, FL

0 Disclosures

ADVISOR BIO

Brian Patrick Fischer is an Investment Advisor Representative associated with Mariner Wealth. Brian is a Certified Financial Planner and a Chartered Financial Analyst. Brian has a strong background in financial planning and portfolio management. Brian has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Brian has a passion for helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Remotiv / Financial Soundings

location

COCONUT GROVE, FL

0 Disclosures

ADVISOR BIO

Brian Kim is a registered Investment Advisor Representative in Florida. Brian has been in the industry since 2013, working with Financial Soundings Investment Advisor, LLC in Miami, FL, before joining Remotiv / Financial Soundings. Brian is also currently employed by Skygen USA and Harbor Compliance. Brian Kim is a licensed advisor with a Series 65 license.

SPECIALIZATIONS

Pension Consulting Services
INFORMATION FOR AN INDIVIDUAL-ACCOUNT RETIREMENT PLAN'S PARTICIPANTS AND NONDISCRETIONARY ADVICE
Unclaimed
location

Tampa, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Bernhardt is a financial advisor with Morgan Stanley. Brian is located in Tampa, Florida and has been working in the industry since 1997. Brian is registered as a broker-dealer and investment advisor in 42 states. Brian has passed the Series 3, 7, 31, 52, and 63 exams. Brian also has experience at UBS Financial Services Inc., Ameriprise Financial Services, LLC, and Morgan Stanley & Co. Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

MELBOURNE, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brian Scott Crane is a financial advisor with over 23 years of experience in the industry. Brian is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions at RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brian is a Certified Financial Planner (CFP®) and holds several licenses including Series 31, Series 7, Series 9, Series 10, and Series 66. Brian is a highly experienced financial advisor with a focus on providing comprehensive financial planning and wealth management services to a wide range of clients.

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

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