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+)
CB

Coley Baynes Davis III

California·CRD #1865091
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
38 yrs
States
3
Exams
4
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Coley Baynes Davis IV

California·CRD #6613983
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CT

Coley Thompson Bellamy

Texas·CRD #6241817
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Colin A Barrett

Florida·CRD #7081597
Dual-registered

Dual-registered at BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM
View profile
CA

Colin Alexander Duvall

Georgia·CRD #7826603
IA Rep

Investment Adviser Rep at THE FIDUCIARY GROUP

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
CA

Colin Alexander Lamborn

Texas·CRD #5889675
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
CA

Colin Andrew Johannessen

South Carolina·CRD #5479843
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Colin Andrew Waldeck

West Virginia·CRD #8212363
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Colin Boutin

Connecticut·CRD #7533375
Dual-registered

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

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

Colin Brooks Strzelczyk

California·CRD #6831897
Dual-registered

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

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

Colin Bruce Slater

Michigan·CRD #5973883
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Colin Campbell

Virginia·CRD #7792879
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Colin Charles Grover

California·CRD #5101923
Dual-registered

Dual-registered at LIDO

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CC

Colin C Usrey

California·CRD #8261295
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Colin Dennis Hatchard

Louisiana·CRD #5598966
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
4
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Colin D Farr

Colorado·CRD #5752806
Dual-registered

Dual-registered at SAVVY

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CD

Colin D Moe

New York·CRD #7233314
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Colin D Nardi

Connecticut·CRD #7472327
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
CE

Colin Ellis Cady

Kentucky·CRD #6874415
Dual-registered

Dual-registered at FIRST KENTUCKY SECURITIES CORP

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
CF

Colin F Markison

New Jersey·CRD #7500168
Dual-registered

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

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

Colin Francis Igawa

Texas·CRD #5509420
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Colin Francis Ohare

Colorado·CRD #7144753
Dual-registered

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

Experience
6 yrs
States
4
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Colin Gardner

Virginia·CRD #8177792
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Colin Gates

Florida·CRD #6689550
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 690 | AdvisorFinder