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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

FORT LAUDERDALE, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gary Robert Burwick is a financial advisor with over 20 years of experience in the financial industry. Gary is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2019. Before that, he spent over 10 years with Morgan Stanley. Gary holds a Series 7, Series 63 and Series 65 license, and provides financial planning, investment consulting services and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

JACKSONVILLE, FL

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Gary John Marsh is a financial advisor with over 40 years of experience in the financial services industry. Gary is a Certified Financial Planner™ and a Chartered Financial Consultant, and is currently registered with Osaic Wealth, Inc. Gary has previously held positions at Triad Advisors LLC and Lincoln Financial Advisors Corporation. Gary specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

TALLAHASSEE, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gary Parsons is a financial advisor with LPL Financial LLC, working out of the Tallahassee, FL branch office. Gary has been in the financial services industry since 1983. Gary also has experience with Waddell & Reed, ProEquities, Inc., Nationwide Investment Services Corporation, MCC Securities, Inc., WMA Securities, Inc., JMC Financial Corporation, The Great-West Life Assurance Company, Benefitcorp Equities, Inc., and Security First Financial, Inc. Gary is registered with FINRA, and holds Series 7, 6, 22 and SIE licenses. Gary is also a Certified Financial Planner.

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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Gary Waldron is a financial advisor in St. Petersburg, FL. Gary has been working in the financial services industry since 1999 and is registered to provide investment advice in Florida. Gary is currently employed by Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Gary has passed the following exams: Series 7, Series 63, Series 24, Series 4, Series 55, Series 31, Series 57TO and SIE.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Gary Albert Downing is a financial advisor with over 38 years of experience. Gary Albert Downing is currently registered with Raymond James & Associates, Inc. in Florida. Gary Albert Downing has passed the Series 63, Series 24, Series 79TO, SIE and Series 7 exams. Gary Albert Downing is also a Registered Representative. Gary Albert Downing has indicated that they provide financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and other services.

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
location

LAKELAND, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gary L Willis is a financial advisor working with Edward Jones. Gary has been in the financial industry for over 10 years. Gary has been registered with the state of Florida since 2013. Gary is also registered with the state of Texas. Gary is a Series 7 and 66 licensed professional. Gary offers financial planning and portfolio management services to individuals, businesses, and retirement plans. Gary is a board member and chair person of Trinity Apartments of Lakeland, FL.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Gary Michael Franklin is a Registered Representative and Investment Advisor Representative with over 28 years of experience in the financial industry. Gary has a strong track record of success in the securities industry, providing investment advice and wealth management services to a wide range of clients, including individuals, corporations, and institutions. Gary holds licenses to operate in 53 states and is a registered representative with Raymond James & Associates, Inc. Gary also holds Series 4, 7, 24, 31, 57, 63, 99TO, and SIE licenses.

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
location

MADISON, FL

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Howard has been in the financial industry since August 2016. Gary is currently a Registered Representative for Edward Jones. Gary has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PFS Investments Inc., and Primerica Financial Services. Gary holds Series 6, 7, 63, and 66 securities licenses. Gary offers services including Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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

43 Years Experience

0 Disclosures

ADVISOR BIO

Gary Jund is a financial advisor with over 40 years of experience in the industry. Gary is currently registered with Calton & Associates, Inc. Gary has experience providing financial planning services to individuals, businesses, and pension plans. Gary has also worked with high-net-worth individuals. Gary is registered with the following states: Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, Mississippi, North Carolina, South Carolina, Washington, and Wisconsin. Gary has obtained the Series 63, Series 66, Series 7, Series 1, Series 24, and SIE licenses. Gary has a diverse background in financial advising, bringing expertise to his clients and providing them with the best possible advice.

SPECIALIZATIONS

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

Independent Financial Group, LLC | CFP ® (Certifications)

location

BRADENTON, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gary Wilson Keller is a financial advisor with over 25 years of experience in the industry. Gary is currently registered with Independent Financial Group, LLC in Bradenton, Florida. Before joining Independent Financial Group, Gary worked with Ameriprise Financial Services, Inc. in Sarasota, Florida. Gary is a Certified Financial Planner and holds Series 3, 7, 52, 63, and 65 licenses. He has also passed the Securities Industry Essentials (SIE) exam. Gary specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

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