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3,309 advisors near
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Sebastian B
Series 66
Tampa, FL
LPL Financial
Sebastian Baraybar is a financial advisor at LPL Financial in Tampa, FL, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Skyway CPA and various positions with the City of Saint Petersburg, Florida, as well as a brief tenure at Advanta IRA and the University of South Florida. 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, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.
John M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
John Macpherson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Raymond James since 2006 and also assists with a family-owned flower and gift business, Sharen's Flowers & Gifts. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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 specialized municipal advisory services.
Keith R
Series 63, Series 65
St. Petersburg, FL
Morgan Stanley
Keith Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets from 1985 to 2009. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and access to various investment strategies through its extensive network of financial advisors.
Naomi A
Series 66
St. Petersburg, FL
Raymond James & Associates
Naomi Abrams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2017. Outside her advisory role, she serves as a successor trustee and occasionally assists with administrative tasks for a family-owned business. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.
Michelle C
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Michelle Carothers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 36 years of industry experience. She has been with Raymond James & Associates since 1988. Raymond James & Associates is a large 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Noah C
Series 66
Tampa, FL
Equitable Advisors
Noah Chaberek is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked in marketing and advertising for Builders Price Installations, a general contracting firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver personalized investment solutions.
Laurie F
Series 66
St. Petersburg, FL
Morgan Stanley
Laurie Flynn is a Series 66 licensed financial advisor with Morgan Stanley in St. Petersburg, FL, bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning through its Financial Advisors and Estate Planning Strategies Group. The firm utilizes structured planning tools and comprehensive market analysis while managing approximately $2.74 trillion in client assets.
Daniel B
Series 66
St Petersburg, FL
Raymond James & Associates
Daniel Bare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at T. Rowe Price for five years before joining Raymond James in 2018. Outside of his advisory role, he owns a retail arbitrage business on eBay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple portfolio management styles supported by extensive research and specialized advisory services.
Christian W
Series 66, Series 65
Tampa, FL
LPL Enterprise
Christian Williams is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and one year of industry experience. He previously worked at Citi Bank and McAdam LLC, and has experience outside finance including ownership of a consulting business. His background also includes employment in the restaurant industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s approach involves model-driven investment implementation using portfolios developed by internal and third-party strategists, alongside financial planning and access to third-party asset managers.
Hunter B
CFP®, Series 63, Series 65
Largo, FL
Raymond James & Associates
Hunter Burnette is a CFP® professional with 3 years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James, he worked at Jaffe Tilchin Investment Partners and held roles at the University of South Florida and Gaylord Palms Resort and Convention Center. Raymond James & Associates is a large 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 and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.
Robert E
Series 66
St. Petersburg, FL
Raymond James & Associates
Robert Eckardt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1995. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting services through various advisory programs and an affiliated municipal advisory practice.
Linda B
Series 63, Series 66
Seminole, FL
LPL Financial
Linda Bauer is a financial advisor with LPL Financial in Seminole, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she works as a support coach for Emergency Support Providers. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and technological tools.
Colin C
Series 66
Tampa, FL
Mass Mutual Investors Services
Colin Castro is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. His professional background includes roles at MML Investors Services, MassMutual Life Insurance, and involvement with the IRONMAN Foundation, YMCA of Greater Louisville, University of Louisville, and Webber International University. He also maintains a side business as an insurance broker focusing on life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers programs including educational seminars, wrap accounts, and money-manager solutions.
Gregory S
Series 66
Clearwater, FL
Merrill
Gregory Slaton is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. His professional focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Greg holds a Bachelor of Science degree in Exercise Physiology from The University of Tampa and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Personal Investment Advisor (PIA) designation. He is engaged with the National Alopecia Areata Foundation as part of his community involvement. Outside of his professional work, Greg resides in St. Petersburg, Florida with his fiancée. His personal interests include gymnastics, music, running marathons, and watching movies.
Tyvan S
Series 66
Tampa, FL
Merrill
Tyvan Sunday Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and the University of South Florida. Outside of his advisory work, he has experience in catering through his involvement with Catering by the Family. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.
Alan G
Series 66
Saint Petersburg, FL
Raymond James Financial
Alan Graves is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera Investment Advisers, Sunrise Wealth Advisors, and Ameriprise Financial Services. Outside of his advisory work, he serves as a Senior Registered Associate for Thakar Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools like risk profiling and probability modeling. The firm also provides municipal advisory services and has developed specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.
Grieta P
Series 63, Series 66
Tampa, FL
Equitable Advisors
Grieta Patenaude is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory roles, she has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often using third-party asset managers and investment programs.
Michael W
Series 66
St. Petersburg, FL
Raymond James & Associates
Michael White is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2000 and has an ongoing association with the University of Chicago since 1996. 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 broad client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Andrew R
CFA®, Series 63
St. Petersburg, FL
Raymond James & Associates
Andrew Read is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He holds a Series 63 license and is based in St. Petersburg, FL. 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—and offers financial planning, investment consulting, and institutional fiduciary services with primarily non-discretionary advisory relationships.
Robert K
Series 63, Series 65
Largo, FL
Primerica Advisors
Robert Karr is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Primerica Advisors since 1991 and Primerica Financial Services since 1986. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing on non-institutional investors.
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3,309 advisors near
33777
within the area shown on the map
Out of 400,000+ nationwide