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+)
DK

Davit Kesabyan

California·CRD #6273755
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Davon D Phillips

Florida·CRD #5940489
Dual-registered

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

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Davonte Alexander Davis

N/A·CRD #7358969
Dual-registered

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

Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Dawit Kidane

Texas·CRD #7636876
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DA

Dawn Alison Strachan

California·CRD #4323197
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Dawn Annette Steinert

Florida·CRD #6212655
IA Rep

Investment Adviser Rep at ACCURATE WEALTH MANAGEMENT, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DR

Dawna Rae Turner

California·CRD #1921343
Dual-registered

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

Experience
37 yrs
States
3
Exams
7
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
DW

Dawna Westberg-Welch

Arizona·CRD #5730451
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
17 yrs
States
3
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DB

Dawn Bodami

New York·CRD #8169918
IA Rep

Investment Adviser Rep at SHULMAN DEMEO ASSET MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$2.0M
View profile
DB

Dawn Boyer

Texas·CRD #2517138
Dual-registered

Dual-registered at &PARTNERS

Experience
31 yrs
States
1
Exams
3
Since
1995
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
DC

Dawn Carolyn Abernathy

Missouri·CRD #6229586
Dual-registered

Dual-registered at CORE PLANNING

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

Dawn Cecelia Bolling

Connecticut·CRD #2662264
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Dawn Cheriece Benko

Minnesota·CRD #2786751
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
DD

Dawn Duggan

Georgia·CRD #2376912
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Dawn Durbin

Maryland·CRD #4285668
Dual-registered

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

Experience
24 yrs
States
2
Exams
7
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
DV

Dawneen Verniece Oehlerich

Montana·CRD #1568906
Dual-registered

Dual-registered at KILTERHOWLING LLC

Experience
29 yrs
States
1
Exams
3
Since
1997
Est. fee
AUM
View profile
DE

Dawn Elaine Larson

Nebraska·CRD #4086742
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DE

Dawn Elizabeth Cote

Delaware·CRD #2318074
Dual-registered

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

Experience
33 yrs
States
2
Exams
8
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Dawn Elizabeth Edmunds

Minnesota·CRD #6489154
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DE

Dawn Elizabeth Potts

Illinois·CRD #2452688
Dual-registered

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

Experience
31 yrs
States
5
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Dawn Eller

North Carolina·CRD #3141031
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Dawnetta Rae Cooper

Indiana·CRD #6806449
Dual-registered

Dual-registered at HURLOW WEALTH MANAGEMENT GROUP, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DJ

Dawn Janene McLaughlin

Indiana·CRD #1559096
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
39 yrs
States
2
Exams
7
Since
1987
Est. fee
AUM / Flat Fee
View profile
DL

Dawn Lynette Wilson

North Carolina·CRD #6633781
Dual-registered

Dual-registered at &PARTNERS

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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 905 | AdvisorFinder