Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Clayton Emeil Bobinger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Jacksonville, FL. Clayton Bobinger has been a registered representative for over 10 years and has experience in several areas. Clayton Bobinger offers various investment services and specializes in portfolio management.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Clayton D. Maloy is a financial advisor with over 10 years of experience in the industry. Clayton has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013, and previously worked with Waddell & Reed, Inc. Clayton holds a Series 66, Series 7, Series 9 and Series 10 licenses and is registered in 53 states and districts, including Florida and Texas. Clayton's expertise includes providing investment advice for individuals, businesses, and institutions. Clayton offers a variety of services including portfolio management, financial planning, pension consulting, and educational seminars.

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

Creative Planning | CFP ® (Certifications)

location

SEMINOLE, FL

0 Disclosures

ADVISOR BIO

Clayton Caldwell is a financial advisor registered with Creative Planning in Seminole, Florida. Clayton has been in the financial services industry since 1991. Clayton is a CERTIFIED FINANCIAL PLANNER™ professional. Clayton has passed the Series 6 and Series 63 exams. Creative Planning provides financial planning and investment management services to individuals, families, businesses, and institutions. The firm has over $175 billion in assets under management.

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 Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PALM HARBOR, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Clement Thompson is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Clement Thompson is registered in 13 states including Alabama, Connecticut, Florida, Georgia, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Virginia. Clement Thompson is licensed to provide investment advice in the areas of fixed income, equity, options, and mutual funds. Clement Thompson has been in the industry since 2015 and has taken a number of exams, including the Series 7TO, Series 66, and SIE exams. Clement Thompson also owns a business selling memorabilia and collectables.

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
location

THE VILLAGES, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Clemente Palacios is a financial advisor at Edward Jones, a firm that manages over $824 billion in assets. Clemente has been in the financial services industry since 2005 and has held previous positions at Chase Investment Services Corp., Centaurus Financial, Inc., and WAMU Investments, Inc.. Clemente is registered with the Securities and Exchange Commission (SEC) and holds FINRA Series 6, 7TO, 63, and 66 licenses. Clemente is also licensed as a registered investment advisor (RIA) in Florida and Texas. Clemente specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Camarda Wealth Advisory Group | CFP ®,CFC ® (Certifications)

location

FLEMING ISLAND, FL

disclosure

1 Disclosures

ADVISOR BIO

Clifford Camarda is a financial advisor with Camarda Wealth Advisory Group. Clifford has been in the industry for over 20 years. He is a Certified Financial Planner and a Chartered Financial Consultant. Clifford has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Clifford is also registered with the state of Florida and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

NAPLES, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clifford Rue Swaby is a financial advisor who has been active in the industry since 1987. Clifford has been associated with LPL Financial LLC since November 2017 and is registered as a Registered Representative with both Florida and Texas. Prior to working with LPL Financial, Clifford was previously registered with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED and THOMSON MCKINNON SECURITIES INC. Clifford has passed the Series 63, Series 7 and SIE exams. Clifford also holds a registration as an Investment Advisor Representative in Florida and Texas.

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

Raymond James Financial Services Advisors, Inc.

location

Saint Petersburg, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Clifford Cook is a financial advisor with Raymond James Financial Services Advisors, Inc. Clifford has been in the financial services industry since 1985. Clifford has a wide range of experience in the financial services industry, with experience at several firms including UBS Financial Services Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Clifford is registered with the state of Florida. Clifford's primary office is located at 100 2nd Avenue S, Suite 300, St. Petersburg, FL 33701.

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
location

Fort Myers, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Clifford James Schulz is a financial advisor with over 18 years of experience in the financial industry. Clifford is registered with Morgan Stanley and has held previous roles with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Clifford is a Series 7, Series 31, and Series 66 licensed professional, and holds a SIE license. Clifford is licensed to provide investment advice in 17 states and has a proven track record of success in 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Commonwealth Financial Network | CFC ® (Certifications)

location

Vero Beach, FL

0 Disclosures

ADVISOR BIO

Clifford Faintych is a financial advisor with Commonwealth Financial Network. Clifford has been a financial advisor for over 16 years and holds the Series 66, SIE, and Series 7 licenses. Clifford also holds the Chartered Financial Consultant designation. Clifford’s current location is in Vero Beach, FL, but he previously worked in Kingston, NY. Commonwealth Financial Network is a national firm providing a wide range of financial services, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

Need help matching

with the right advisor?