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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+)
GS

Genesis Sheryl Chacon-Ojeda

Texas·CRD #7602375
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
GT

Gene Talmadge Barton III

Massachusetts·CRD #7608781
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GT

Gene Thomas Ritter

Connecticut·CRD #2457632
Dual-registered

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

Experience
30 yrs
States
3
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
GG

Geneva Garcia Stegemoller

Oregon·CRD #4214104
Dual-registered

Dual-registered at TPG FINANCIAL ADVISORS, LLC

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
GB

Genevieve Brianna Strenski

Wisconsin·CRD #8175292
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

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

Genevieve Catherine Sullivan-Cornell

New Jersey·CRD #1324311
Dual-registered

Dual-registered at BIONDO INVESTMENT ADVISORS LLC

Experience
29 yrs
States
3
Exams
8
Since
1997
Est. fee
AUM / Flat Fee / Other
Minimum
$250k
View profile
GC

Genevieve Claire Clayton

Connecticut·CRD #6805511
Dual-registered

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

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

Genevieve Cornish

California·CRD #7550560
IA Rep

Investment Adviser Rep at STRATOS WEALTH PARTNERS, LTD

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
GG

Genevieve Garcia Mar

Illinois·CRD #2744037
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
GP

Genevieve Pelczarski

Connecticut·CRD #4350256
Dual-registered

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

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
GV

Gene V Panasenko

New York·CRD #2777243
Dual-registered

Dual-registered at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
GW

Gene Wardo

Pennsylvania·CRD #1738281
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GW

Gene Wilbur Williams Jr

California·CRD #851665
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
47 yrs
States
3
Exams
10
Since
1979
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GG

Genie Genoveva Lebay-Short

California·CRD #4668596
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
3
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GZ

Genie Zeigler

New Jersey·CRD #1742921
Dual-registered

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

Experience
36 yrs
States
2
Exams
6
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
GM

Genise Marcel Lacasse

Missouri·CRD #6051394
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
GB

Genna Beth Bolls

California·CRD #8067559
Dual-registered

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

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

Gennaro Robert Disilvio

California·CRD #6546078
Dual-registered

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

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

Gennivie Marie Egan

Montana·CRD #7947384
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
GM

Genny M Patterson

Arizona·CRD #1886475
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Flat Fee
View profile
GE

Gentry Edwin Porter

North Carolina·CRD #1035039
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Gentry Robinson Buchan

North Carolina·CRD #6837013
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
GK

Geoffery Keith Forsyth

North Carolina·CRD #4377080
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GA

Geoffrey Alain Thomas

Pennsylvania·CRD #1211867
Dual-registered

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

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
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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