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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+)
AB

Alexander Bernd Overkamp

Arizona·CRD #4129277
Dual-registered

Dual-registered at FISCAL WISDOM WEALTH MANAGEMENT LLC

Experience
26 yrs
States
4
Exams
6
Fee
AUM / Hourly / Other
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AB

Alexander Birty

North Carolina·CRD #8149086
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Other
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AB

Alexander Blake McKee

Alabama·CRD #7162880
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
39
Fee
AUM / Commission / Flat Fee
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AB

Alexander Blinovsky Werth

Alabama·CRD #6307206
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
50
Fee
AUM / Commission / Flat Fee
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AB

Alexander Bobin

Illinois·CRD #2601896
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

States
1
Fee
AUM / Hourly / Flat Fee
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AB

Alexander Brandon Cyrus

Oregon·CRD #7395946
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

States
2
Fee
AUM / Flat Fee
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AB

Alexander Brian Weinberger

California·CRD #6231846
IA Rep

Investment Adviser Rep at WEINBERGER ASSET MANAGEMENT, INC

Experience
9 yrs
States
2
Exams
2
Since
2017
Est. fee
AUM / Other
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AB

Alexander Brock Kimmey

Alabama·CRD #6434168
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
53
Fee
AUM / Commission / Flat Fee
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AB

Alexander Bruce Scull

Alabama·CRD #6218812
IA Rep

Investment Adviser Rep at WILLIAM BLAIR & COMPANY L.L.C.

States
23
Fee
AUM / Flat Fee
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AB

Alexander Bryce Weinberg

Louisiana·CRD #7800797
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

States
7
Fee
AUM / Hourly / Flat Fee
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AB

Alexander Budin

Maryland·CRD #6032802
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
3
Fee
AUM / Commission / Flat Fee
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AB

Alexander Bullock Jenkins

Florida·CRD #6998053
IA Rep

Investment Adviser Rep at NESTEGGS, INC.

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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AC

Alexander Cartier Kissee

Arizona·CRD #6216090
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
25
Fee
AUM / Commission / Flat Fee
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AC

Alexander C Cohen

Arizona·CRD #7480206
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
26
Fee
AUM / Commission / Flat Fee
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AC

Alexander Cesar

Florida·CRD #3069730
Dual-registered

Dual-registered at BCI SECURITIES, INC.

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$250k
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AC

Alexander Cesar Aliaga Auqui

California·CRD #7462605
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

States
1
Fee
AUM / Other
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AC

Alexander Chadsey Gault

Florida·CRD #6496228
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AC

Alexander Chan

Minnesota·CRD #5129367
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

States
1
Fee
AUM / Hourly / Flat Fee
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AC

Alexander Charles Lambert

Alabama·CRD #7799932
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

States
52
Fee
AUM / Flat Fee
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AC

Alexander Charles Morrison

Alabama·CRD #6666870
IA Rep

Investment Adviser Rep at INVESCO ADVISERS, INC.

States
53
Fee
AUM / Performance-based
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AC

Alexander Chen

California·CRD #5564397
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
16
Fee
AUM / Commission / Flat Fee
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AC

Alexander Chris Possis

Alabama·CRD #2004155
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
42
Fee
AUM / Flat Fee
View profile
AC

Alexander Christopher Croy

Alabama·CRD #6684569
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
45
Fee
AUM / Commission / Flat Fee
View profile
AC

Alexander C Joyce

Arizona·CRD #6002998
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
43
Fee
AUM / Commission / 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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