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+)
GZ

George Zobian

Florida·CRD #5006337
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
6
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GG

Georgia Guyott Bruggeman

Massachusetts·CRD #1433089
Dual-registered

Dual-registered at MERIDIAN FINANCIAL, LLC

Experience
24 yrs
States
2
Exams
1
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
GJ

Georgia James Scott

N/A·CRD #7962184
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
2 yrs
Exams
1
Est. fee
AUM / Flat Fee
View profile
GK

Georgia Kate Stuart

Arkansas·CRD #8120068
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

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

Georgia Lauren Lord

New York·CRD #7401931
Dual-registered

Dual-registered at SPIRE WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GL

Georgia Lentzeres

Colorado·CRD #6260082
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GA

Georgiana Andersen

California·CRD #1929624
Dual-registered

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

Experience
36 yrs
States
2
Exams
7
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Georgia Plavocos Kelly

New York·CRD #1543234
Dual-registered

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

Experience
38 yrs
States
2
Exams
5
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
GY

Georgia Young Kountouris

Mississippi·CRD #4501804
Dual-registered

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

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
GE

Georgina Esperanza Flores

Texas·CRD #5693147
Dual-registered

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

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
GF

Georgina Frances Bern

New York·CRD #8136652
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Georgios Kyriakopoulos

New Jersey·CRD #5656010
Dual-registered

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

Experience
16 yrs
States
2
Exams
6
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Georvy Alexander Panameno Romero

Florida·CRD #6495409
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
GD

Geovanni David Herrera

Texas·CRD #8036266
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
GW

Geovanni Waymon James

Florida·CRD #7791532
IA Rep

Investment Adviser Rep at OCCIDENTAL ASSET MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM
Minimum
$500k
View profile
GA

Gerald A Clas

Colorado·CRD #6560995
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
GA

Gerald Anthony Ginley

Alabama·CRD #2888516
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
29 yrs
States
22
Exams
5
Since
1997
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
GA

Gerald Antonio

California·CRD #5188256
Dual-registered

Dual-registered at BRIO FINANCIAL GROUP

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

Gerald Arthur Smith Jr

Louisiana·CRD #2808361
Dual-registered

Dual-registered at BARNES PETTEY FINANCIAL ADVISORS, LLC

Experience
28 yrs
States
3
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GB

Gerald Best Hanifan Jr

Connecticut·CRD #2286666
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
33 yrs
States
10
Exams
5
Since
1993
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
GB

Gerald B Hoenings

Florida·CRD #2184002
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
GB

Gerald Boyd Glick Jr

Florida·CRD #2453713
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
30 yrs
States
2
Exams
3
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
GB

Gerald Brooks

Texas·CRD #8040386
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
GC

Gerald Constantine Grant III

Virginia·CRD #6221608
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / 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 1223 | AdvisorFinder