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Michael Q
Series 65, Series 63
Fort Lauderdale, FL
AlphaStar Capital Management
Michael Quinlan is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at AlphaStar since 2023. Quinlan also has experience with Barefoot Financial PLLC and Financial Independence Group, where he has been involved since 2014. In addition to his advisory roles, he is engaged in insurance services through Financial Independence Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using model portfolios and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.
Jasmine G
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior firms include Pruco Securities, LLC, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory role, she serves as the president of the Carol City Middle School PTA, where she provides counsel to parents and teachers and oversees board activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internal strategies and sub-advisory relationships.
Jose V
Series 63, Series 65
Davie, FL
Impact Partnership Wealth, LLC
Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.
Daniel A
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Daniel Allen is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. He also serves as a trustee for a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients through a range of advisory and portfolio management services supported by both proprietary and third-party models.
Thomas C
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Thomas Collins is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Level Four Advisory Services, LPL Financial, and various entities within 1 St Global from 2000 to 2017. Outside of his advisory role, Collins is the owner of TPC Financial, a financial planning business, and holds a Florida insurance license. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing an investment approach that utilizes Envestnet-supported workflows and a combination of internally created and third-party models to manage portfolios across multiple custodians.
Timothy H
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Timothy Hummel is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2016. He has held positions at affiliated firms including Kovack Securities, Inc. and Concourse Financial Group Securities, Inc. Outside of his advisory role, he teaches CFP curriculum at Tallahassee Community College and manages a horse breeding and training business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in assets under management. The firm serves a diverse clientele including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to construct and monitor client portfolios.
Alicia A
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Alicia Alvarez is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Capital Guardian Wealth Management and Citigroup Global Markets. In addition to her advisory role, she is president and founder of Essential Financial and Insurance Services, which focuses on retirement planning education and assistance for state and federal employees. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individual, institutional, and government clients with over $6 billion in assets under management. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing Envestnet-supported workflows and a combination of internal and third-party models to manage diversified client portfolios.
Michael N
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Michael Neal is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Kovack Advisors since 2006, following a three-year tenure at Morgan Stanley. Outside of his advisory role, Neal is involved in fixed insurance sales and manages M.A. Neal LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients. The firm employs a structured investment process supported by Envestnet technology, utilizing both internally developed models and third-party managers to manage client portfolios across multiple custodians.
Philip P
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Philip Piedt is a CFP® with 15 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2024. His prior roles include positions at Benchmark Financial entities and American Portfolios Financial Services. Outside of his advisory work, he serves as a deacon and finance committee member at Coral Ridge Presbyterian Church and as a board trustee for Westminster Academy, where he oversees financials, endowments, and audits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and public entities, utilizing a risk-tolerance–based investment process supported by Envestnet and combining internally created models with third-party managers.
Matthew E
Series 65
Boca Raton, FL
Nfsg Corporation
Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.
Kemal H
CFP®, Series 66
Coconut Creek, FL
Larson Financial Group, LLC
Kemal Hall is a CFP® professional with 12 years of industry experience, currently serving at Larson Financial Group, LLC. He has held roles at both Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2014. Outside of financial advising, he works as an independent contractor for Western Summit, LLC, a medical malpractice brokerage firm. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs utilizing strategic and tactical approaches, and it offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.
Rodney C
Series 63, Series 65
Boca Raton, FL
Siebert AdvisorNXT, LLC.
Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Stockcross Financial Services for eight years before joining Muriel Siebert & Co. in 2020. He works full time split between Muriel Siebert & Co. and Siebert AdvisorNXT as an Investment Advisor Representative. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform combining Modern Portfolio Theory, third-party managers, and fundamental and technical strategies within a wrap-fee structure.
Guy A
Series 63
Boca Raton, FL
Nfsg Corporation
Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and strategies while frequently utilizing third-party asset managers.
Trenton P
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Trenton Potter is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2016. Outside of his advisory role, he is a managing partner of a medical management services organization. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, financial institutions, and government clients, employing both internally developed models and third-party managers to manage client portfolios.
James D
PFS™, Series 63
Boca Raton, FL
Vanderbilt Advisory Services
James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.
Wesley L
Series 63, Series 65
Boca Raton, FL
Nfsg Corporation
Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.
Amir L
Series 63, Series 65, Series 66
Boca Raton, FL
Stonex Advisors Inc.
Amir Lauber is a financial advisor with Stonex Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at Stonex Securities Inc., Triad Advisors, Investacorp, and Metropolitan Life Insurance Company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and model-based solutions, utilizing both proprietary and third-party investment strategies.
Richard C
Series 65, Series 63
Fort Lauderdale, FL
Sound Income Strategies, LLC
Richard Comer is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sound Income Strategies, Comer worked in various roles including at Active Link and Pratt Contracting. He also operates as an independent insurance agent focusing on fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.
Timothy B
Series 63, Series 65
Fort Lauderdale, FL
Gateway Wealth Partners, LLC
Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.
Curt K
CFP®, Series 63
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Curt Knapp is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with Kovack Advisors, Inc. and previously worked at Investacorp Advisory Services and Securities America. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm employs a structured investment process supported by Envestnet technology and offers a range of portfolio management solutions using both internal models and third-party managers.
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3,516 advisors near
33321
within the area shown on the map
Out of 400,000+ nationwide