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+)
AP

A Perry Chappell

Alaska·CRD #3119638
Dual-registered

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

Experience
28 yrs
States
26
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Aphrodite Mavricos Garrison

Colorado·CRD #1763811
Dual-registered

Dual-registered at INGALLS & SNYDER LLC

Experience
39 yrs
States
4
Exams
4
Since
1987
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
View profile
AC

Apichaya Chumsai Na Ayudhya

Alabama·CRD #7677102
Dual-registered

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

Experience
2 yrs
States
28
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Apostolos Paul John Lountzis

Florida·CRD #2585248
Dual-registered

Dual-registered at LOUNTZIS ASSET MANAGEMENT, LLC

Experience
25 yrs
States
3
Exams
3
Since
2001
Fee
AUM
Minimum
$1.0M
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AT

Appalonia Tankersley

Alabama·CRD #7068976
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
32
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
AA

April Anne Malicsi Orsi

Florida·CRD #4981875
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AB

April B Wellman

Florida·CRD #5817789
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
AC

April Camp

Maryland·CRD #7637083
IA Rep

Investment Adviser Rep at WEALTHSPIRE RETIREMENT ADVISORY

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

April C Mason

Nebraska·CRD #6385472
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AD

April Danette McCarthy

Alabama·CRD #3094533
Dual-registered

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

Experience
26 yrs
States
34
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
AD

April Dawn Bronson

Florida·CRD #2980677
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AD

April Dawn McCullough

Kansas·CRD #5549386
IA Rep

Investment Adviser Rep at ROCKY MOUNTAIN ADVISERS, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
AD

April Dawn Waff-Mano

California·CRD #4624069
IA Rep

Investment Adviser Rep at FINANCIAL SECURITY ADVISORY INC

Experience
22 yrs
States
11
Exams
4
Since
2004
Est. fee
AUM / Hourly
View profile
AD

April Delgado

Alaska·CRD #7977198
Dual-registered

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

Experience
1 yrs
States
32
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
AE

April Eileen Lamb

Alabama·CRD #5740531
Dual-registered

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

Experience
16 yrs
States
13
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
AE

April Elizabeth Pantaleon

California·CRD #5109069
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM
Minimum
$50k
View profile
AG

April G Messimer

Alabama·CRD #4795502
Dual-registered

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

Experience
18 yrs
States
34
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
AK

April Kristyne Hahn

Wisconsin·CRD #6142524
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
AL

April L Federici

Alabama·CRD #5349507
Dual-registered

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

Experience
7 yrs
States
10
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AL

April Lynne Waldman

California·CRD #4653460
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
21 yrs
States
11
Exams
6
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
AL

April Lynn Grant

Alabama·CRD #6867156
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
8 yrs
States
5
Exams
4
Since
2018
Est. fee
AUM / Other
View profile
AL

April Lynn Pettinelli

Alabama·CRD #3121575
Dual-registered

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

Experience
28 yrs
States
20
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
AM

April Machelle Solis

Alabama·CRD #2500081
Dual-registered

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

Experience
27 yrs
States
32
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
AM

April Marie Sheldon

Florida·CRD #5019259
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
19 yrs
States
3
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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.

Financial Advisors - Page 248 | AdvisorFinder