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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

West Palm Beach, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dvora Callahan Lange is a financial advisor who has been in the industry since 1982. Dvora Callahan Lange is currently registered with Morgan Stanley. Dvora Callahan Lange is also registered with the states of Texas and Florida. Dvora Callahan Lange has previously worked at several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Security Investments, Inc., Legg Mason Wood Walker, Incorporated, and Ferris, Baker Watts Incorporated. Dvora Callahan Lange offers a range of services including financial planning, portfolio management, and educational seminars.

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
location

MAITLAND, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Dwayne Gayle is a financial advisor with Edward Jones. Dwayne has been in the industry since 2010 and has experience with both broker-dealer and investment advisor registrations. Dwayne is licensed to provide financial advice in several states and has experience with various investment products and services. Dwayne has previously worked at Wells Fargo Advisors, LLC and Allstate Financial Services, LLC.

SPECIALIZATIONS

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

Calton & Associates, Inc.

location

TAMPA, FL

experience

48 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dwayne Calton is an active advisor with over 45 years of experience in the financial industry. Dwayne is a Registered Representative and Investment Advisor Representative. Dwayne currently works at Calton & Associates, Inc., where Dwayne has been employed since September 1987. Dwayne has a broad range of licenses and certifications, including Series 1, 4, 7, 14, 24, 27, 52, 53, 55, 57, 63, 66, 79, 99 and SIE. Dwayne is also licensed to practice in California, Florida, Illinois, North Carolina, Texas, and Virginia. Dwayne has 206 clients classified as high-net-worth individuals, and 131 clients are pension and profit-sharing plans. Dwayne's firm, Calton & Associates, Inc. manages over $1.2 billion in assets.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PLANTATION, FL

experience

36 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Dwayne Allan Ross has been in the financial services industry since January 12, 1989. Dwayne is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Colorado and Florida. Prior to joining Merrill Lynch, Dwayne worked for MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., PRUDENTIAL SECURITIES INCORPORATED and DEAN WITTER REYNOLDS INC. Dwayne has a diverse background in the financial services industry with experience in both brokerage and investment advisory services. Dwayne is a highly experienced financial professional with a proven track record of success in helping clients achieve their financial goals.

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

Raymond James & Associates, Inc.

location

TAMPA, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Glenn Edwards is a financial advisor with Raymond James & Associates, Inc. Dwight has been working in the financial services industry since October 1998 and is currently registered with the state of Florida and Texas. Prior to joining Raymond James, Dwight worked for Princor Financial Services Corporation and Principal Funds Distributor, Inc. Dwight has a wide range of experience in the industry, specializing in individual and business portfolio management, financial planning, and educational seminars. Dwight also offers advisory services to insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.

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

Horizon Wealth Advisors | CFP ® (Certifications)

location

LAKEWOOD RANCH, FL

0 Disclosures

ADVISOR BIO

Dwight Pendola is a financial advisor with Horizon Wealth Advisors. Dwight has been in the financial services industry since 2007. Dwight is registered to provide investment advisory services in Florida. Dwight has Series 6, 7, 63 and 66 securities licenses. Dwight is a Certified Financial Planner. Dwight previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EDWARD JONES and WACHOVIA SECURITIES, LLC.

SPECIALIZATIONS

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

Principal Securities, Inc. | CFC ® (Certifications)

location

MAITLAND, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Larkin is a financial advisor with over 20 years of experience in the financial services industry. Dwight Larkin is currently registered with Principal Securities, Inc. and is a Chartered Financial Consultant. Prior to this, Dwight Larkin was registered with Northwestern Mutual Investment Services, LLC, LPL Financial LLC, and Principal Securities, Inc. Dwight Larkin has a wide range of experience, including financial planning, portfolio management, and pension consulting. Dwight Larkin is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

Fort Myers, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Travis Philip is a financial advisor based in Fort Myers, Florida. Dwight has been in the industry since 1994, working for several firms, including Mutual of Omaha Investor Services, Inc., The O.N. Equity Sales Company, Nationwide Securities, Inc., LPL Financial Corporation, and Lincoln Financial Securities Corporation. Dwight is currently registered with Principal Securities, Inc. and is a Series 6 and Series 26 licensed advisor. Dwight specializes in various areas including investments, insurance, financial planning, and retirement planning.

SPECIALIZATIONS

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

LPL Financial LLC

location

CORAL SPRINGS, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Kenneth Melgaard is a financial professional with over 30 years of experience in the industry. Dwight has been registered with LPL Financial LLC since 1997. Prior to joining LPL Financial LLC, Dwight was registered with EQ FINANCIAL CONSULTANTS, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Dwight holds Series 6, 26, and 63 licenses as well as the SIE exam. Dwight has also been registered in multiple states including Florida, Nebraska, New York, North Carolina, Pennsylvania, and Tennessee. Dwight is a respected financial advisor with 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

LAKE WALES, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Lavon Reeves is a financial advisor with Equitable Advisors, LLC, registered with the state of Florida. Dwight has been in the industry since June 6, 1998, and has been associated with Equitable Advisors, LLC since October 7, 1998. Dwight specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Dwight is also a partner at Bunting, Tripp & Ingley, LLP.

SPECIALIZATIONS

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

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