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+)
IG

Ian Gappy

Michigan·CRD #6972157
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
IG

Ian Godin

New York·CRD #6727847
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
IG

Ian G Shaw

New York·CRD #7051510
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
7 yrs
States
1
Exams
6
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
IH

Ian Hagley

Texas·CRD #7398817
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
IH

Ian Hugh Gordon Rogers

Texas·CRD #1502567
Dual-registered

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

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
IH

Ian Hunter Tannehill

North Carolina·CRD #7570907
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IJ

Ian James Gates

Florida·CRD #7993895
IA Rep

Investment Adviser Rep at BASTION FIDUCIARY

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

Ian James Scharf

Florida·CRD #2313556
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
IJ

Ian James Trembly

Georgia·CRD #7426128
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
5 yrs
States
7
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
IJ

Ian James Wymore

Colorado·CRD #6052469
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
IJ

Ian J Baptiste

Florida·CRD #6425720
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
IJ

Ian Jeffrey Ellis

California·CRD #5912969
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
IJ

Ian J Montgomery

Pennsylvania·CRD #5911806
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
IJ

Ian Johnstone

Nebraska·CRD #7382217
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
View profile
IJ

Ian Joseph Stock

California·CRD #5195617
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
IK

Ian Keith Dietz

New York·CRD #731241
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
40 yrs
States
1
Exams
6
Since
1986
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
IK

Ian Keller

Florida·CRD #7981207
Dual-registered

Dual-registered at BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee / Other
Minimum
$500k
View profile
IK

Ian K Foo

California·CRD #5822647
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
IK

Ian Klinger

New Jersey·CRD #6937460
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
IL

Ian Leigh Skurdal

North Dakota·CRD #7921957
IA Rep

Investment Adviser Rep at RISKBRIDGE ADVISORS, LLC

States
2
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10.0M
View profile
IL

Ian L McGuire

Michigan·CRD #7624308
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
IM

Ian Matthew Casey

North Carolina·CRD #8053921
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
IM

Ian Matthew Morrison

Illinois·CRD #7262655
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
IM

Ian Matthew Sallee

Colorado·CRD #8317678
IA Rep

Investment Adviser Rep at FINANCIAL SECURITY MANAGEMENT, INC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly
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 1342 | AdvisorFinder