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+)
IF

Isaac Francisco Cerpa

Texas·CRD #6895165
Dual-registered

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

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
IF

Isaac Franco

Florida·CRD #1477732
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IF

Isaac Frederick Franks

Iowa·CRD #7126640
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

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

Isaac Hampton

Virginia·CRD #7673699
IA Rep

Investment Adviser Rep at CONCURRENT INVESTMENT ADVISORS, LLC

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

Isaac Holland

Florida·CRD #8089963
IA Rep

Investment Adviser Rep at MCADAM LLC

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

Isaac Jack Jodel

California·CRD #7738876
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Isaac J Cardoza

California·CRD #6804166
Dual-registered

Dual-registered at PACIFIC WEALTH MANAGEMENT

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$250k
View profile
IJ

Isaac Jekuthial Brown

Alabama·CRD #2505293
Dual-registered

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

Experience
32 yrs
States
2
Exams
6
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
IJ

Isaac Jenkins Mikell III

North Carolina·CRD #2560631
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
31 yrs
States
2
Exams
3
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
IJ

Isaac Jones

Minnesota·CRD #7180021
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
IJ

Isaac Jones

Indiana·CRD #7792931
IA Rep

Investment Adviser Rep at SMI ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM
Minimum
$100k
View profile
IJ

Isaac Jordan Smith-Walker

New Jersey·CRD #7624021
Dual-registered

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

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

Isaac J Orth

Montana·CRD #6612415
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IK

Isaac Keil

Pennsylvania·CRD #5344204
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
IK

Isaac K Foster

Minnesota·CRD #7922901
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IL

Isaac Leonardo Flamenco

Virginia·CRD #6139714
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
IL

Isaac Lorenzo Zalkin

California·CRD #8051959
Dual-registered

Dual-registered at AMERICAN INVESTORS CO

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

Isaac Louis Schreckenberg

Missouri·CRD #7857579
IA Rep

Investment Adviser Rep at RUBINBROWN ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$150k
View profile
IL

Isaac Lubbers

Michigan·CRD #7937914
IA Rep

Investment Adviser Rep at MILLER FINANCIAL SERVICES LLC

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

Isaac Maestre

Florida·CRD #6122985
Dual-registered

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

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
IM

Isaac Mark Critchlow

Texas·CRD #6099631
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
IM

Isaac Martinez

Texas·CRD #7566142
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
IM

Isaac Morales

California·CRD #7125056
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
IN

Isaac Nathan Frankel

New Jersey·CRD #1015158
Dual-registered

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

Experience
21 yrs
States
1
Exams
5
Since
2005
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 1352 | AdvisorFinder