Invested Better
Advisors in Cape Coral, Florida
70 Results
Unclaimed
location

CAPE CORAL, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Adam Hromiak is a financial advisor with Edward Jones. He has been in the industry since August 26, 2003. Adam Hromiak is registered in 36 states and has a Series 7, Series 63 and Series 66 license. Adam Hromiak provides financial planning, portfolio management 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

Oneamerica Securities, Inc.

location

Cape Coral, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Albert Alguadich is a registered representative with Oneamerica Securities, Inc. with over 2 years of experience in the securities industry. Albert holds a Series 7, Series 66 and SIE. Prior to joining Oneamerica Securities, Inc., Albert worked as a financial advisor at Edward Jones. Albert specializes in providing 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
Unclaimed

J.p. Morgan Securities LLC

location

Cape Coral, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alces Caulrin Scotland is a financial advisor with J.p. Morgan Securities LLC and has been in the industry since January 8, 2020. Alces is registered with the state of Florida. Alces has passed the Series 6TO and SIE exams. Alces specializes in the following areas: Investment Company Products, Variable Contracts, Securities Industry Essentials, Securities, Equity, Mutual Funds, and Fixed Income.

SPECIALIZATIONS

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

LPL Financial LLC

location

CAPE CORAL, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alfred Rich is an investment advisor representative with over 9 years of experience in the financial services industry. Alfred is currently registered with LPL Financial LLC and has been in the business since 2014. Prior to joining LPL Financial LLC, Alfred was associated with Wells Fargo Clearing Services, LLC. Alfred holds a Series 66 license and a Series 7 license. Alfred is currently registered in 24 states. Alfred's experience includes providing investment advice to individuals, corporations, and other entities.

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

Brookstone Wealth Advisors, LLC

location

Cape Coral, FL

disclosure

1 Disclosures

ADVISOR BIO

Allan Curtis Parlier is an investment advisor representative with Brookstone Wealth Advisors, LLC. Allan has been in the financial services industry since 2003 and has a strong background in insurance and financial planning. Allan has a Series 6, 7, 63, and 66 license and is registered in Delaware, Florida, and Maryland. Allan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Brookstone Wealth Advisors, LLC

location

CAPE CORAL, FL

0 Disclosures

ADVISOR BIO

Amy Lawson is an investment advisor representative with Brookstone Wealth Advisors, LLC and Brookstone Capital Management LLC. Amy has been in the industry since September of 2001 and holds a Series 65 license. Amy has a branch office in Cape Coral, Florida. Amy is also a licensed insurance agent. Amy's specializations include portfolio management for individuals and businesses, financial planning and educational seminars.

SPECIALIZATIONS

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

Legacy Wealth Management, Inc. | CFP ®,CFC ® (Certifications)

location

CAPE CORAL, FL

disclosure

2 Disclosures

ADVISOR BIO

Andrew John Court is a financial advisor with Legacy Wealth Management, Inc. based in CAPE CORAL, FL. Andrew is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT with over 30 years of experience in the financial services industry. Prior to joining Legacy Wealth Management, Inc. in 2020, Andrew worked with Gradient Securities, LLC. Andrew has a strong background in investment management, financial planning and insurance. Andrew currently holds FINRA Series 6, 7, 24, 51, and 63 licenses as well as insurance licenses. Andrew is active in the community and is committed to providing clients with personalized financial advice and solutions.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

CAPE CORAL, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Gamero is an Investment Advisor Representative associated with Edward Jones. Anthony has been in the industry since August 2023 and is currently registered with Edward Jones in Florida. Anthony also holds a Series 66 registration, a Series 7TO registration and a Series SIE registration. Anthony is affiliated with Build By Science of SWFL, LLC, airBuy Homes LLC, AR2 Real Estate Holdings LLC, Martin Luther Properties LLC, and P93 Holdings LLC. Anthony has experience working in the industry with Injury Scripts Formerly Smart Pharmacy, Inc., and P2I, Inc.

SPECIALIZATIONS

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

LPL Financial LLC

location

CAPE CORAL, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

August Foster Anderson is a financial advisor with LPL Financial LLC in CAPE CORAL, FL. August has 2 years of experience in the financial services industry. August is registered with the state of Florida and New York. August has passed the Series 63, Series 66, Series 7TO and SIE exams. August is also licensed as an Investment Advisor Representative. August is a financial advisor with D. Gates Wealth Management, a DBA for LPL business. August is committed to providing personalized financial advice and guidance to individuals and families.

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

Fifth Third Securities, Inc.

location

CAPE CORAL, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Belinda Lee Frost is a financial advisor at Fifth Third Securities, Inc. Belinda has been in the financial services industry since October 2003. Belinda is registered with the state of Florida and the Financial Industry Regulatory Authority (FINRA). Belinda provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM

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