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1,595 advisors near
33707
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Out of 400,000+ nationwide
Luis G
Series 63, Series 65
Treasure Island, FL
Raymond James & Associates
Luis Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and a wide range of portfolio management styles.
Monique E
Series 66
St. Petersburg, FL
Raymond James & Associates
Monique Eatman is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 10 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Larry E
CFP®, Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Larry Ellis is a CFP®-certified financial advisor with Raymond James & Associates in St. Petersburg, FL, bringing 33 years of industry experience. He has been with Raymond James & Associates since 2007 and has owned Larry Ellis - Goldsmith, a fine jewelry sales and repair business, since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by research and a range of portfolio management strategies.
Chadd E
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Chadd Eaton is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and T. Rowe Price Investment Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Dragana Z
Series 66
Saint Petersburg, FL
Merrill
Dragana Zoric is a financial advisor at Merrill with a Series 66 designation and over 19 years of industry experience. She previously worked at Franklin Templeton Investments for nearly two decades and has held a position with Hilton Hotels since 2022. 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. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.
Hannah M
Series 66
St. Petersburg, FL
Raymond James & Associates
Hannah Metcalf is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked previously at AllianceBernstein Investments and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.
Thomas P
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.
Camille H
Series 66
St. Petersburg, FL
Raymond James & Associates
Camille Hernandez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 1999. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Muhamed R
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Muhamed Resic is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at T. Rowe Price. Resic has been with Raymond James since 2020. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a nationwide adviser network.
Amanda I
Series 66
St. Petersburg, FL
Raymond James & Associates
Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Jose M
CFP®, ChFC®, Series 65, Series 63
St. Petersburg, FL
Raymond James & Associates
Jose Marrero Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Charles Schwab and USAA Investment Management Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships.
Jared L
Series 66
Madeira Beach, FL
J.P. Morgan Securities
Jared Lohden is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A. outside of the securities business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.
Andrew S
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.
Rolondo B
Series 63, Series 65
Tierra Verde, FL
Primerica Advisors
Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.
Robert M
Series 63, Series 65
Largo, FL
Cetera
Robert Matacchiero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Cetera Investment Advisers LLC since 2024, and he has been involved with Professional Insurance Systems of Florida since 1994. Outside of advising, Matacchiero serves as president of the board of directors for a condominium association and operates a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with discretionary and non-discretionary account management.
Jozsi P
Series 63
St. Petersburg, FL
Raymond James & Associates
Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Dominique I
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Dominique Ingold is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2004. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Jacquelyn M
Series 66
St. Petersburg, FL
Raymond James & Associates
Jacquelyn Metcalfe is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at Longevity Holdings and Eagle Fund Distributor. In addition to her advisory role, Metcalfe owns Nighty Noodles, LLC, where she provides sleep consultations and creates sleep plans for families with children facing sleep challenges. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans with a range of financial planning and consulting services supported by extensive research and portfolio management resources.
Anna V
Series 66
St. Petersburg, FL
Raymond James & Associates
Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.
Scott B
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.
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Finding advisors...
1,595 advisors near
33707
within the area shown on the map
Out of 400,000+ nationwide