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+)
DS

Derrick Stephen Green

Oklahoma·CRD #5911989
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Derrick Strozier

Texas·CRD #6481503
Dual-registered

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

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Derrick Thomas Holmlund

Minnesota·CRD #5991290
Dual-registered

Dual-registered at MMA ASSET MANAGEMENT LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DV

Derrick Vickery

Kentucky·CRD #7408049
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Derrigan Corbett Sheedy

California·CRD #4842385
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
5
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DS

Dervinder Singh

New York·CRD #2146392
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
DI

Deryck Ian Gryne

Georgia·CRD #2567575
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
26 yrs
States
1
Exams
5
Since
2000
Fee
AUM
Minimum
$100k
View profile
DC

Deryk Cherubini

California·CRD #5956933
Dual-registered

Dual-registered at SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly
Minimum
$100k
View profile
DM

Deshawn Millien

New York·CRD #7064312
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
DG

Deshay Gould McCluskey

Washington·CRD #4475795
Dual-registered

Dual-registered at ALTRAVUE CAPITAL, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Performance-based
Minimum
$1.0M
View profile
DR

Deshayne Rae Hoag

South Dakota·CRD #7845512
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Deshon Patrick Robinson

California·CRD #6154138
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
9 yrs
States
3
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DS

Deshon Seth Toney

California·CRD #7655906
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
DA

Desiderio Antonio Rodriguez

California·CRD #4899255
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Desi Julian Dimaio

New Jersey·CRD #6303840
Dual-registered

Dual-registered at ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DE

Desirae Elizabeth Martinez

Arizona·CRD #7952925
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DM

Desirae Marie Hovdestad

South Dakota·CRD #5801601
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DN

Desirae Nicole Aguirre

California·CRD #6099897
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Desiree Ann Longoria

Texas·CRD #7243623
IA Rep

Investment Adviser Rep at DYNAMIC

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

Desiree Ann Segler

Colorado·CRD #5105363
Dual-registered

Dual-registered at HEIRLOOM WEALTH MANAGEMENT LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
View profile
DA

Desiree A. Reil

New Jersey·CRD #2151106
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
DC

Desiree Ceara Coleman

South Carolina·CRD #7094738
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM
Minimum
$100k
View profile
DJ

Desiree Jennifer Avina

Colorado·CRD #2485594
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Flat Fee
View profile
DK

Desiree Kallen

Florida·CRD #5820747
Dual-registered

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

Experience
15 yrs
States
2
Exams
6
Since
2011
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 942 | AdvisorFinder