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

Raymond James & Associates, Inc.

location

PALM BEACH GARDENS, FL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Letourneau is an investment advisor representative with Raymond James & Associates, Inc. David has been in the industry since April 2, 1987. David's firm has been in business since 1962, and manages over $433 billion in assets. David is registered in 23 states, and holds Series 7, 24, 31 and 63 licenses, as well as the Series 65 and SIE exams. David offers financial planning, portfolio management and other services for individuals, businesses and institutions.

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

Ameriprise Financial Services, LLC

location

Daytona Beach, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

David Carson is a financial advisor at Ameriprise Financial Services, LLC. David is a seasoned financial professional, having entered the industry in 1997. David has a wide range of experience in the industry and holds several licenses and designations, including Series 65 and Series 63. David is registered to provide investment advice in 45 states and the District of Columbia. David has been with Ameriprise Financial Services, LLC since 2009 and has previously worked at Ameriprise Advisor Services, Inc. and Chatfield Dean & Co., Inc.. David provides services such as financial planning, pension consulting and asset allocation services.

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

Holland Advisory Services, Inc. | CFP ®,CFC ®,PFS ® (Certifications)

location

ORMOND BEACH, FL

0 Disclosures

ADVISOR BIO

David Dean Holland is a financial advisor with over 25 years of experience in the industry. David works for Holland Advisory Services, Inc. in Ormond Beach, Florida. David has passed several professional exams and holds various designations, including Certified Financial Planner, Chartered Financial Consultant, and Personal Financial Specialist. David offers financial planning, portfolio management, and educational seminars to individuals, corporations, and other businesses. David's clients have approximately $232 million in assets under management. David also provides insurance products through Holland Insurance Services, Inc., and tax and accounting services through Holland, Tacinelli, CPAs, P.A.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
FINANCIAL ADVICE
Unclaimed

Planmember Securities Corp.

location

WESTON, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

David Drummond is a financial professional with over a decade of experience in the financial services industry. David is registered with Planmember Securities Corp. as an Investment Advisor Representative. David is currently licensed in Delaware, Florida, Kentucky, North Carolina, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed

M Holdings Securities, Inc.

location

DAYTONA BEACH, FL

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

David Christopher Graffagnino is a financial advisor with over 40 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and has been with the firm since 2004. Prior to that, David worked at WS Griffith Securities, Inc., Prudential Securities Incorporated, Thomson McKinnon Securities Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. David has held various positions in his career, including Registered Representative, Registered Options Principal, and General Securities Principal.

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

Cambridge Investment Research Advisors, Inc.

location

Boca Raton, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

David Daniel Cohen is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. David has been in the financial services industry since November 2006. Prior to joining Cambridge, David was an advisor with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and National Securities Corporation. David holds the Series 7, Series 63, Series 65 and SIE licenses and is registered to provide investment advice in Florida, Georgia and Texas. David is also a registered independent insurance agent in Florida.

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

Raymond James & Associates, Inc.

location

GAINESVILLE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Hanson is a financial advisor with over 20 years of experience in the financial services industry. David has worked with Raymond James & Associates, Inc. since March 2016. Prior to that, David worked with Morgan Stanley for over 8 years. David specializes in financial planning, portfolio management, and retirement planning. David is registered in 31 states and has several professional designations.

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

Planmember Securities Corp.

location

Tampa, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

David L. Ellis is a registered representative of Planmember Securities Corp. in Tampa, Florida. David has been in the financial services industry since 2006. David holds the Series 6, SIE and Series 65 securities licenses. David is also a Registered Representative of US Retirement Partners and US Employees Benefits Service Group. David provides investment advisory services to individuals, businesses, corporations, and charitable organizations. David's prior experience includes positions at ING FINANCIAL ADVISERS, LLC and FINANCIAL RESERVE SERV. David is also a notary public.

SPECIALIZATIONS

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

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

David John Garcia is a financial advisor with over 6 years of experience in the financial services industry. David is currently registered with Morgan Stanley and holds a Series 66 license and Series 9 and 10 licenses for branch offices in Florida. David is also licensed as a registered representative in multiple states and is actively registered as an investment advisor in Florida and Texas. David specializes in various areas including asset allocation, financial planning, pension consulting, and educational seminars. David has experience working with high net worth individuals, investment companies, charitable organizations, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James & Associates, Inc.

location

MIAMI, FL

experience

45 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

David Salo Lerner is a financial advisor with Raymond James & Associates, Inc. David Lerner has been in the financial industry since 1979. David Lerner has been registered with Raymond James & Associates, Inc. since 2007. David Lerner is also registered in Georgia as an investment advisor. David Lerner previously worked for MORGAN STANLEY DW INC. David Lerner has a wide range of experience in the financial services industry.

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

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