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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+)
CM

Chandler Mason Carney

Mississippi·CRD #7886243
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly
Minimum
$25k
View profile
CP

Chandler Patrick-Bur Green

Michigan·CRD #7685825
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CR

Chandler R Lenkey

California·CRD #7528437
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Chandler Robert Blake

Texas·CRD #6880288
Dual-registered

Dual-registered at GUIDESTONE ADVISORS

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
CS

Chandler Scott Norder

Florida·CRD #6652518
Dual-registered

Dual-registered at KOSS-OLINGER CONSULTING, LLC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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CS

Chandler S Fitzgerald

Ohio·CRD #7575538
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CT

Chandler Te Velde

Colorado·CRD #6718461
IA Rep

Investment Adviser Rep at MAIA WEALTH

Experience
8 yrs
States
2
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
View profile
CM

Chandon Michael Simonis

Louisiana·CRD #2458572
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CE

Chandra Ellen Halverson

Illinois·CRD #4318309
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
23 yrs
States
1
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CL

Chandra L Minick

Texas·CRD #2041274
Dual-registered

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

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Chandra Pifer

Michigan·CRD #7749209
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
2 yrs
States
2
Exams
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Chandra Sekhar Dulam

California·CRD #6679910
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Chandru Surendran Ramachandran

Maryland·CRD #2920784
Dual-registered

Dual-registered at VERIDIAN CAPITAL PARTNERS

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chanell Marie Bennett

Washington·CRD #7709537
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Other
View profile
CM

Chanel M Weir

California·CRD #6014391
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Changez Miran Ahmed

Texas·CRD #6981211
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Changhao Meng

California·CRD #8236896
IA Rep

Investment Adviser Rep at ONE CAPITAL MANAGEMENT, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
CS

Chang-Hsin Sun

California·CRD #6195106
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Chang Shin

Kansas·CRD #2605773
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly
Minimum
$25k
View profile
CW

Chang Won Lee

New Jersey·CRD #4892645
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Chan Hee Chang

New York·CRD #3151672
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chanille McKinney

Florida·CRD #7623998
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chani Marie Ronda Trench

Idaho·CRD #5639948
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chanley McCall Lindsey

Kentucky·CRD #7678570
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
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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