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+)
FM

Francisco Malfavon Jr

California·CRD #5116125
Dual-registered

Dual-registered at MONEX ASSET MANAGEMENT, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$300k
View profile
FM

Francisco Miguel Sussini

Florida·CRD #8117765
Dual-registered

Dual-registered at ALLARIA ASSET MANAGEMENT, LLC

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
FO

Francisco Orazio Secada Tubino

Florida·CRD #5593630
Dual-registered

Dual-registered at VALOR ADVISORS LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
FO

Francisco Ortiz-Zepeda

California·CRD #7305556
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

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

Francisco Pascual

Florida·CRD #4463006
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
9
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FR

Francisco Rafael Hernandez

New York·CRD #2846062
Dual-registered

Dual-registered at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Fee
AUM
View profile
FR

Francisco Roberto Garcia Inclan

Puerto Rico·CRD #6900966
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Other
Minimum
$50k
View profile
FR

Francisco Rodriguez-Morales

Nebraska·CRD #6798036
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

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

Francisco Thomas Lorenzo

New Jersey·CRD #4905147
Dual-registered

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

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

Francisco Xavier Lopez

California·CRD #4867375
IA Rep

Investment Adviser Rep at WILLOW CREEK FINANCIAL

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

Francisco Xavier Maza

Florida·CRD #2786574
Dual-registered

Dual-registered at ALTERNA WEALTH MANAGEMENT, INC.

Experience
29 yrs
States
2
Exams
11
Since
1997
Est. fee
AUM
Minimum
$250k
View profile
FX

Francisco Xavier Puente

California·CRD #7191568
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
FE

Francis Edward Connelly

Illinois·CRD #1311030
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
1
Exams
6
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FE

Francis Egan Dardis

Iowa·CRD #4467202
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
FE

Francis E Murphy III

Connecticut·CRD #4981989
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
FG

Francis George Horneff

New York·CRD #2766499
Dual-registered

Dual-registered at HEROLD ADVISORS, INC.

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Other
View profile
FG

Francis George Shappard

Georgia·CRD #2808283
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FG

Francis Gyasi Addai

Texas·CRD #7488266
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
FH

Francis H Beam III

Florida·CRD #2418639
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
3
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FH

Francis Henry Schuler

Pennsylvania·CRD #1458851
IA Rep

Investment Adviser Rep at DWD PORTFOLIO SOLUTIONS, INC.

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly
View profile
FJ

Francis James Haanen

Wisconsin·CRD #7922922
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

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

Francis James Hoey

Arizona·CRD #2911665
Dual-registered

Dual-registered at HOEY INVESTMENTS, INC.

Experience
25 yrs
States
4
Exams
4
Since
2001
Fee
AUM
View profile
FJ

Francis J Burgoyne II

Massachusetts·CRD #5720400
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Other
View profile
FJ

Francis J Deblasi

California·CRD #4063841
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
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 1156 | AdvisorFinder