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345 advisors near
32114
within the area shown on the map
Out of 400,000+ nationwide
Jose S
Series 66
Daytona Beach, FL
Silva Fiduciary Advisors
Jose Silva is a financial advisor at Silva Fiduciary Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Silva Fiduciary Advisors since 2016. In addition to his advisory work, Silva teaches investing and finance as an adjunct professor at Embry-Riddle Aeronautical University. Silva Fiduciary Advisors is an independent firm based in Daytona Beach, FL, serving clients through personalized fiduciary advisory services.
James B
CFP®, Series 63
Daytona Beach, FL
Buckley Financial Group
James Buckley is a CFP® with 39 years of experience in the financial services industry. He is the principal advisor at Buckley Financial Group in Daytona Beach, FL. His prior firms include Investacorp Advisory Services and Securities America Advisors. Buckley maintains his insurance licenses primarily to review and advise clients on insurance policies as needed. Buckley Financial Group is an independent advisory firm serving clients primarily in the Daytona Beach area.
Russell O
Series 66
New Smyrna Beach, FL
Gray Lake Advisors
Russell Owen is a financial advisor at Gray Lake Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Edward Jones. Outside of financial advising, he serves as a director at Spaulding Ridge, a higher education software consulting firm. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.
Victoria K
Series 65
Deland, FL
DRT Financial Advisors
Victoria Kizma is a financial advisor at DRT Financial Advisors with six years of industry experience. She holds a Series 65 designation and has worked at Financial Independence Advisors, LLC, and Dreggors, Rigsby & Teal PA. Her prior experience includes positions at T & K Enterprises of Deland PA and LeFils & Company, LLC. DRT Financial Advisors is a supported firm with a team of two advisors.
Ronald C
CFP®
Deland, FL
DRT Financial Advisors
Ronald Cantlay is a CFP® professional with 14 years of experience in financial planning and investment advisory. He is currently with Financial Independence Advisors, LLC and has held a leadership role as president and CPA at Dreggors, Rigsby & Teal, P.A., a public accounting firm where he has worked since 2001. Cantlay has been a Certified Public Accountant since 1997 and has provided public accounting services since 1995. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and is notable for its operational affiliation with a public accounting firm and its educational seminars on investing fundamentals.
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Finding advisors...
345 advisors near
32114
within the area shown on the map
Out of 400,000+ nationwide