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+)
CW

Calvin Weijun Zhang

California·CRD #7977075
Dual-registered

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

Experience
2 yrs
States
16
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Calynn Alis Mullins

Texas·CRD #6325576
Dual-registered

Dual-registered at BENTOAK CAPITAL

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CG

Calynn Gigant

Arizona·CRD #7642270
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
2 yrs
States
14
Exams
4
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
CJ

Camaron Joseph Koury

California·CRD #7918081
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
2 yrs
States
2
Exams
4
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
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CS

Cambry Sue Gundrum

Arizona·CRD #7321384
Dual-registered

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

Experience
5 yrs
States
26
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Camden Charles Krautsack

Arizona·CRD #7975837
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
24
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
CG

Camden Grey Elliott

Texas·CRD #8146235
IA Rep

Investment Adviser Rep at TITLEIST ASSET MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Camden Joseph Quenneville

Arizona·CRD #6851862
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
14
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Camden Link Newton

Massachusetts·CRD #7214213
IA Rep

Investment Adviser Rep at PALLAS CAPITAL ADVISORS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM / Hourly / Flat Fee
View profile
CM

Camden Marshall Collins

Alabama·CRD #7563752
Dual-registered

Dual-registered at &PARTNERS

Experience
4 yrs
States
6
Exams
3
Since
2022
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CM

Camden Michael Johns

Tennessee·CRD #8013021
IA Rep

Investment Adviser Rep at CREATIVE INVESTMENT GROUP

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
View profile
CN

Camden Neal Wopperer

California·CRD #7508106
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CO

Camden Owen Grandstaff

Indiana·CRD #7999171
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Camelia Youssef Barsoum

Arizona·CRD #4047875
Dual-registered

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

Experience
27 yrs
States
17
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cameren Brenten Asherbranner

Virginia·CRD #7852697
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CP

Camerino Payan

Alabama·CRD #7170285
Dual-registered

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

Experience
7 yrs
States
27
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cameron Akalib McKee

New York·CRD #8274140
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly
View profile
CA

Cameron Allen

Michigan·CRD #6907830
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CA

Cameron Anthony Egan

Florida·CRD #7180667
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
3 yrs
States
10
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Cameron Athy

Illinois·CRD #1404200
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cameron Barrier

California·CRD #7812759
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
2 yrs
States
7
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CB

Cameron Bates Chapman

California·CRD #4698068
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
12
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Cameron B Guild

Alabama·CRD #6120457
Dual-registered

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

Experience
12 yrs
States
39
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cameron Blake Bozeman

Georgia·CRD #5115046
Dual-registered

Dual-registered at MAGELLAN PLANNING GROUP

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$250k
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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