AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BN

Byron Neal Fox

Alabama·CRD #2835680
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
28
Exams
4
Since
1997
Est. fee
AUM / Flat Fee
View profile
BO

Byron O Smith

Arkansas·CRD #2276285
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
17
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Byron Paul Jimmerson

Texas·CRD #7283106
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BR

Byron Robert Moore

Louisiana·CRD #2238638
IA Rep

Investment Adviser Rep at ARGENT ADVISORS, INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
BS

Byron Samuel Pogir

California·CRD #3094542
Dual-registered

Dual-registered at NEWFRONT RETIREMENT SERVICES, INC.

Experience
15 yrs
States
1
Exams
6
Since
2011
Est. fee
AUM / Flat Fee
View profile
BS

Byron Shigeru Nakano

Arizona·CRD #4129443
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
19
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Byron Thomas Ramult

Illinois·CRD #3100257
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BW

Byron Wendell Harlan

Arizona·CRD #5445973
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
12
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BK

Byung Kim

Connecticut·CRD #5752989
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
14
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cabell Brooking Birdsong

Colorado·CRD #21850
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
62 yrs
States
10
Exams
11
Since
1964
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Caddie Lane Cox

North Carolina·CRD #7634468
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Cade Alexander Baumgart

Nebraska·CRD #8089612
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
CA

Cade Allen Denazario Akers

Nebraska·CRD #6400912
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
View profile
CC

Cade Carter Barrett

California·CRD #7635962
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
4 yrs
States
6
Exams
4
Since
2022
Est. fee
AUM / Other
View profile
CC

Cade Clary

Arizona·CRD #8253900
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CF

Cade Frederick Nelson

Alabama·CRD #7758747
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
30
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
CG

Cade Gordon Nicholson

Alaska·CRD #5938762
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
18
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cade J Johnson

Alabama·CRD #6934153
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
34
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cade J McNicholas

Alabama·CRD #7383831
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
53
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cade Lafond

Florida·CRD #7815379
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Cade Leigh Konen

Idaho·CRD #4554129
IA Rep

Investment Adviser Rep at HRC WEALTH MANAGEMENT, LLC

Experience
27 yrs
States
1
Exams
1
Since
1999
Est. fee
AUM
View profile
CM

Cade Mathew Campbell

Alabama·CRD #7898447
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
35
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
CN

Cade Nathaniel Hengel

Colorado·CRD #6723856
Dual-registered

Dual-registered at ASPEN WEALTH STRATEGIES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CN

Cade Navilio

Texas·CRD #8230562
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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