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959 advisors near
32832
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Out of 400,000+ nationwide
Christopher D
Series 63, Series 66
Orlando, FL
Truist Advisory Services
Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.
John M
Series 63, Series 65
Orlando, FL
Principal Financial Services
John Madden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Outside of his advisory role, Madden sells supplemental health insurance and fixed insurance products, including fixed life, annuities, disability insurance, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.
Ryan E
CFP®, Series 63, Series 66
Orlando, FL
Kestra Advisory
Ryan Evans is a CFP® with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2002. In addition to his advisory roles, he is the founder and president of Evolve Advisor Group and a partner in a commercial property management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary engagements through multiple management platforms.
Camuel B
Series 65, Series 63
Orlando, FL
First Command Advisory Services
Camuel Buzan is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 65 and Series 63 registrations and two years of industry experience. Prior to joining First Command, he worked for Tata Consultancy Services Corp for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Stephen M
Series 63, Series 65
Orlando, FL
Hightower Advisors
Stephen Mackall is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Resource Consulting Group for nine years before joining Hightower Advisors in 2024. Based in Orlando, FL, he currently serves clients through Hightower’s enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to construct customized portfolios.
Robert N
CFP®, Series 63, Series 66
Orlando, FL
Truist Advisory Services
Robert Nejman is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked with Truist Investment Services since 2010. Nejman is involved as a capital investor in a recreational vehicle and boat storage facility. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies with oversight from dedicated research and investment teams.
Amanda T
Series 63, Series 65
Orlando, FL
Truist Advisory Services
Amanda Timirchand is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes roles at Truist Bank, Footlocker, and Journeys. She serves as a board member of Runway to Hope, an organization supporting families facing pediatric cancer in Central Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm utilizes a mix of discretionary and non-discretionary management with extensive inter-affiliate integration and oversight.
Javier M
Series 66, Series 63
Orlando, FL
Truist Advisory Services
Javier Milian is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc. and Space Coast Credit Union. Based in Orlando, FL, Milian joined Truist Advisory Services in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support its manager-selection program and investment oversight.
William W
Series 63, Series 65
Orlando, FL
First Command Advisory Services
William Wilson is a financial advisor at First Command Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Command in various capacities since 2010. Wilson is also the owner of William C Wilson & Associates, LLC, which operates as a DBA for his independent contracting activities affiliated with First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized investment team and wealth portfolio managers.
Susan D
Series 63, Series 65
Orlando, FL
First Command Advisory Services
Susan Dixon is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with First Command in various capacities since 2005 and is currently the proprietor and manager of Blessed Life Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios and third-party managers.
Jiaqi L
Series 66
Orlando, FL
PNC Wealth Management
Jiaqi Li is a financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2023, Li worked at International Assets Advisory, LLC and International Assets Investment Management, LLC from 2014 to 2023, as well as at Beijing Puruí Fangwei Science & Technology Development Co., Ltd from 2017 to 2019. Li holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.
Carlos H
Series 63, Series 66
Orlando, FL
Empower Advisory Group
Carlos Hernandez is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is involved in a vending machine sales business jointly owned with his spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
Diego L
Series 63, Series 66
Orlando, FL
Truist Advisory Services
Diego Lasso is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019, and previously worked at SunTrust Bank and Columbia Restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.
Nicolas B
Series 63, Series 66
Orlando, FL
Truist Advisory Services
Nicolas Barone is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2016, following a brief tenure at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
David S
Series 63, Series 65
Orlando, FL
Truist Advisory Services
David Salazar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist, he worked at Charles Schwab & Co., Inc. and has held positions in various service and hospitality roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
Julio G
Series 66
Orlando, FL
Principal Financial Services
Julio Guemes is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Ameriprise Financial Services, Inc., and Wells Fargo Clearing. Outside of his advisory role, he is involved with SJShades, LLC, a window treatment business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Jonathon R
Series 66
Orlando, FL
Commonwealth Financial Network
Jonathon Rossi is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at WealthWell Solutions, One Florida Bank, Ashton Woods Homes, FBC Mortgage, and Northwestern Mutual. Rossi dedicates part of his professional time to fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.
Frank D
Series 63, Series 66
Orlando, FL
Truist Advisory Services
Frank Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Based in Orlando, FL, his career includes roles focused on investment advisory within the firm’s enterprise platform. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.
Brian H
Series 63, Series 65
Orlando, FL
Principal Financial Services
Brian Howden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, PFS Investment Inc., Primerica Financial Services, and ownership of Caple Howden Insurance Agency. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.
Pryam L
Series 63, Series 65
Orlando, FL
Truist Advisory Services
Pryam Leonce is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its predecessor entities since 2016. Prior to that, he worked at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by a dedicated Equity Research team and supervisory oversight.
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Finding advisors...
959 advisors near
32832
within the area shown on the map
Out of 400,000+ nationwide