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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Eagle Strategies LLC

location

BOCA RATON, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darren Wayne Auster is a financial professional who has been active in the industry since May 15, 1997. Darren is currently registered with Eagle Strategies LLC and has been with them since May 2022. Darren is also associated with The Bridge Group, Inc. since March 2022 and Auster Financial Group since May 2012. Darren holds a Series 6, 7, 63 and 65 licenses. Darren is also a registered representative in Florida, New York, North Carolina, and Texas.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Boca Raton, FL

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Darren Vincent Forzese is a financial advisor with Ameriprise Financial Services, LLC in Boca Raton, FL. Darren has been in the financial industry for over 25 years, and has been registered with the Securities and Exchange Commission (SEC) since 1998. He is a Series 7 and Series 63 licensed representative and holds the SIE designation. Darren has also been a director and treasurer for Forzese, a company based in Boca Raton, FL. Darren's specializations include asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Darren Lupari is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Darren has been in the industry since April 19, 2001. Darren is licensed in 17 states and has experience in various areas, including investment advisory, insurance, and other services. Darren currently works out of the Jacksonville, FL branch office of Merrill Lynch.

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

Calton & Associates, Inc.

location

TAMPA, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Darren M. Klump is a financial advisor with Calton & Associates, Inc. based in Tampa, Florida. Darren has been a registered representative in the securities industry since 2008. Darren specializes in working with high-net-worth individuals and pension and profit-sharing plans. Darren offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Naples, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Darrin Sanger is a financial advisor with Edward Jones. He has been in the industry since 2018 and is licensed in both Florida and Texas. Darrin holds the Series 7, Series 66, and SIE licenses and is registered with FINRA. Darrin Sanger has previously worked with Triple Canopy, Inc, A Constellis Company and Sanger Consulting Group, LLC. His specializations include financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Independent Advisor Alliance, LLC

location

Gainesville, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Darrin Markey is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Independent Advisor Alliance, LLC, and holds a Series 66 license. Previously, Darrin worked with UBS Financial Services Inc., A. G. Edwards & Sons, Inc., Raymond James Financial Services, Inc., and other firms. Darrin provides investment advisory services and financial planning to individuals, families, businesses, and non-profit organizations. He specializes in retirement planning, college savings, estate planning, and wealth management. Darrin is dedicated to helping clients reach 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
Publication of Financial Periodicals
Unclaimed
location

Jacksonville, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Darrin Riley is a financial advisor with Edward Jones, a firm with a history of providing quality services to individuals and businesses. Darrin has been in the financial industry since 2022 and has a solid understanding of the market. He holds a Series 7TO, Series 66 and SIE licenses. Darrin specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Darrin's office is located in Jacksonville, Florida.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

ORLANDO, FL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darryl Lobo is a financial professional with over 10 years of experience in the financial industry. He currently works for J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management and a wide range of clients, including individuals, corporations, and institutions. Darryl has been with J.P. Morgan Securities LLC since October 2012. Prior to that, Darryl worked for CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC. Darryl has a broad range of experience in providing investment advice, including portfolio management, financial planning, and selection of other advisors. Darryl Lobo holds licenses and certifications in both securities and investment advisory services, demonstrating his commitment to staying current with the latest financial industry regulations and best practices.

SPECIALIZATIONS

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

NAPLES, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Darryl Young is a financial advisor who has been in the industry since 2000. Darryl is registered with the state of Florida and is associated with Edward Jones. The firm has a wide range of experience working with individuals, corporations and charitable organizations. Darryl offers a variety of financial planning services, including portfolio management.

SPECIALIZATIONS

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

Corient | CFP ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Darryl Jonathan Newman is a financial advisor at Corient. Darryl has been in the financial services industry for over 5 years. Darryl is a Certified Financial Planner and holds the Series 65 license. Darryl is registered with the state of Illinois and Texas. Darryl specializes in providing financial advice to individuals, families, and businesses. Darryl's areas of expertise include financial planning, investment management, and retirement planning. Darryl has a strong understanding of the financial markets and is committed to providing his clients with personalized and objective financial advice. Darryl is also active in the community and is a member of the Financial Planning Association.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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