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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+)
IK

Isabella Kathryn Richard

Texas·CRD #8038023
IA Rep

Investment Adviser Rep at WATERLOO CAPITAL

States
1
Exams
2
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
IM

Isabella Maria Desimone

Nebraska·CRD #7994184
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

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

Isabella Marie Georgopoulos

New York·CRD #7026894
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
IM

Isabella Mason

New York·CRD #8261121
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
IP

Isabella Peterson

North Carolina·CRD #7713547
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
IR

Isabella Rae Steele

Iowa·CRD #7382870
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IS

Isabella Sophia Xenakis

North Carolina·CRD #7956563
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IT

Isabella Thomas

Maryland·CRD #7010033
Dual-registered

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

Experience
7 yrs
States
2
Exams
8
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
IA

Isabelle Allison Shick

Florida·CRD #5364794
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
IC

Isabelle Chloe Decombaz

Illinois·CRD #7977110
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
IC

Isabelle Claire Bodenstein

Virginia·CRD #7883822
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ID

Isabelle D Otero

Florida·CRD #4726371
Dual-registered

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

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
IH

Isabelle Hui Liu

Texas·CRD #7351241
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
IL

Isabelle Lam

New York·CRD #7932328
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
IL

Isabelle Lee Williams

Texas·CRD #7175939
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
IL

Isabell Lee

Georgia·CRD #6075092
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
IM

Isabel Machlin

New York·CRD #8034633
Dual-registered

Dual-registered at NORTHERN TRUST INVESTMENTS, INCORPORATED

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
IM

Isabel Malia Yanes

Florida·CRD #7986123
IA Rep

Investment Adviser Rep at AGW CAPITAL ADVISORS

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

Isabel Maria Pereira

North Carolina·CRD #6306782
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee
View profile
IS

Isabel Signe Irvine

California·CRD #6443243
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
IV

Isabel Victoria Dinottia

New York·CRD #8003202
Dual-registered

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

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

Isadora Melissa Del Llano

Florida·CRD #2495854
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
IL

Isael Luna

Illinois·CRD #7213859
Dual-registered

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

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

Isahi Medina

Arkansas·CRD #5013965
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
8 yrs
States
9
Exams
3
Since
2018
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.

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