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+)
IN

Ira N Ross

North Carolina·CRD #722300
Dual-registered

Dual-registered at SPARTAN PLANNING GROUP

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
IY

Iran Yadira Zaranda Velazquez

California·CRD #6769004
Dual-registered

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

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

Ira William Cox

Texas·CRD #1801610
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
37 yrs
States
1
Exams
5
Since
1989
Fee
AUM / Flat Fee / Performance-based
View profile
IJ

Irby Jones Thompson

Alabama·CRD #1214847
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
IN

Irena Nikolova

N/A·CRD #6545428
Dual-registered

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

Experience
10 yrs
Exams
5
Est. fee
AUM / Commission / Flat Fee
View profile
IV

Irena V Davydova Forquer

North Carolina·CRD #7796295
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM
Minimum
$50k
View profile
IA

Irene Adelman

Florida·CRD #5447576
IA Rep

Investment Adviser Rep at NESTEGGS, INC.

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

Irene Ay-Luen Tsai

Ohio·CRD #5985830
Dual-registered

Dual-registered at FOSTER & MOTLEY INC

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
IB

Irene Bock

Rhode Island·CRD #3048782
Dual-registered

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

Experience
20 yrs
States
2
Exams
8
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
ID

Irene Denise De Leon

Florida·CRD #6466231
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
ID

Irene Doulos

Connecticut·CRD #5831109
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
IF

Irene F Buettner

Pennsylvania·CRD #4299946
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
IG

Irene Gerasimos Apergis

California·CRD #3230747
Dual-registered

Dual-registered at ARROWROOT FAMILY OFFICE, LLC

Experience
22 yrs
States
2
Exams
8
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$25k
View profile
IG

Irene Giannopoulos

New York·CRD #6779136
Dual-registered

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

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

Irene Joy Catoera

Texas·CRD #4024142
Dual-registered

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

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
IK

Irene Kapusciarz

Illinois·CRD #3249216
Dual-registered

Dual-registered at &PARTNERS

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
IL

Irene Lam

New York·CRD #5948863
IA Rep

Investment Adviser Rep at CORE PLANNING

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
IL

Irene L Robertson

Arkansas·CRD #2457335
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
IM

Irene M. Kelley

Texas·CRD #4607659
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
IM

Irene Myriam Gill

Texas·CRD #5659306
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM / Flat Fee / Performance-based
View profile
IO

Irene Oiyin Haas

Texas·CRD #2760027
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IP

Irene Pe-Briones

N/A·CRD #2173064
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
35 yrs
Exams
8
Since
1991
Fee
AUM / Other
View profile
IR

Irene Reynolds Butler

Virginia·CRD #6198735
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IT

Irene Theresa Monck

New York·CRD #5412961
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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.

Financial Advisors - Page 1349 | AdvisorFinder