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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+)
CH

Colton Hugh Fair

Michigan·CRD #7707508
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
CJ

Colton Jack Deleo

Connecticut·CRD #8246148
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
CJ

Colton James Weems

New York·CRD #7710214
IA Rep

Investment Adviser Rep at PARKWAY ADVISORS, L.P.

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
View profile
CJ

Colton Jeremiah Gentry

Kansas·CRD #7248462
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Colton J Schafer

Florida·CRD #6694642
IA Rep

Investment Adviser Rep at HORNOR, TOWNSEND & KENT, LLC

Experience
9 yrs
States
3
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CL

Colton Lee Garcia

Oklahoma·CRD #8249968
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CL

Colton Loder

Washington·CRD #5376609
Dual-registered

Dual-registered at COHALO

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
View profile
CM

Colton Matthew Cottrell

Oklahoma·CRD #7911160
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Colton Matthew Krueger

Texas·CRD #6134251
IA Rep

Investment Adviser Rep at MARTIN CAPITAL ADVISORS, LLP

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM
Minimum
$1.0M
View profile
CM

Colton Matthew Riggs

Indiana·CRD #8253732
IA Rep

Investment Adviser Rep at HURLOW WEALTH MANAGEMENT GROUP, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CM

Colton M McCall

Missouri·CRD #7257443
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Other
View profile
CM

Colton Morgan Tickle

North Carolina·CRD #7262547
IA Rep

Investment Adviser Rep at FINANCIAL SYMMETRY INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Colton Robert Walter

Texas·CRD #7811140
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Colton Ross Clevenger

North Carolina·CRD #7123440
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
CR

Colton R Weaver

Florida·CRD #6587719
Dual-registered

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

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Colton Steele

Delaware·CRD #8109103
IA Rep

Investment Adviser Rep at BRYN MAWR TRUST ADVISORS, LLC

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
CT

Colton Thomas Lowry

Ohio·CRD #5812641
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CT

Colton Tye Bouher

Texas·CRD #7622356
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Colton Welhaven

Montana·CRD #7131688
Dual-registered

Dual-registered at MSH CAPITAL ADVISORS LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
CW

Colton William Whitaker

Wisconsin·CRD #7669029
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Comer Brooks Woodruff Jr

Alabama·CRD #5162715
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
17 yrs
States
11
Exams
5
Since
2009
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CS

Commie Stevens

California·CRD #5908057
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CF

Conan Francis Ward

New Jersey·CRD #2189052
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CJ

Conan James Heelan

Nebraska·CRD #7000897
IA Rep

Investment Adviser Rep at TRIBUTARY CAPITAL MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM
Minimum
$100k
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.

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.

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