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71 advisors near
34442
within the area shown on the map
Out of 400,000+ nationwide
Timothy D
Series 66
Inverness, FL
Edward Jones
Timothy De Bruyn is a financial advisor with Edward Jones in Inverness, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he operated DeBruyn Family Chiropractic, Inc. from 2017 to 2019 and worked at Physicians Group LLC from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.
Erwin R
Series 66
Ocala, FL
Merrill
Erwin Rivera is a financial advisor with Merrill in Ocala, FL, holding a Series 66 designation and seven years of industry experience. He has been associated with Merrill and Bank of America since 2015. Rivera serves as a director for Ocala Highlands Baseball, coordinating game and practice schedules and managing player and coach rosters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Jarrett K
Series 63, Series 65
Crystal River, FL
LPL Financial
Jarrett Krienes is a financial advisor with LPL Financial in Crystal River, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Merrill. He is also associated with Suncoast Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a variety of investment strategies and operational technologies.
Cami P
Series 66
Hernando, FL
Edward Jones
Cami Plaisted is a financial advisor at Edward Jones in Hernando, FL, holding a Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Lisa E
CFP®, Series 63
Inverness, FL
Raymond James & Associates
Lisa Esteves Dixon is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. She is based in Inverness, FL, and holds a Series 63 license. Outside of her advisory work, she is the owner of Intercept, Close Quarter Combat Inc., a tactical training company connected to law enforcement and security education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.
Scott L
CFP®, Series 63
Inverness, FL
Edward Jones
Scott Lee is a CFP® with 27 years of industry experience and has been with Edward Jones since 1998. He serves as a board member and on the finance committee for OCI, Inc., a nonprofit organization based in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.
Cynthia S
Series 66
Dunnellon, FL
LPL Financial
Cynthia Spinning is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Primerica Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
James M
Series 66
Lecanto, FL
Edward Jones
James Mc Connaughey is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Pavion and has experience in web development and small business ownership, including managing an Etsy shop and a party services company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets.
Douglas R
Series 66
Crystal River, FL
Fidelity
Douglas Reeb is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients establish holistic financial plans that may include tax-efficient investing strategies. He emphasizes transparency, experience, and trustworthiness in his approach to guiding clients toward their financial goals. Prior to joining Fidelity, Douglas worked as a Senior Financial Advisor at Merrill Lynch from 2010 to 2022. His professional experience spans over a decade in financial advisory services, where he has developed expertise in investment planning and client education. Douglas is committed to supporting clients through a code of ethics and effective investment options provided by Fidelity. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.
Kristen D
Series 66
Lecanto, FL
Edward Jones
Kristen Daniel is a financial advisor with Edward Jones in Lecanto, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked eight years at Davis Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jeffrey E
Series 63, Series 65
Lecanto, FL
Wells Fargo Clearing
Jeffrey Eiler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, institutions, pension funds, and charitable organizations. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.
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Finding advisors...
71 advisors near
34442
within the area shown on the map
Out of 400,000+ nationwide