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+)
BG

Baburhan Gucer

Arizona·CRD #3207431
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
27 yrs
States
12
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
BN

Bachir Nasrany

New York·CRD #8024616
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BE

Bacilisa Erica Herrera

Arkansas·CRD #5720235
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
15 yrs
States
4
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
View profile
BP

Bac Phuong Hoang Walker

Washington·CRD #6794582
Dual-registered

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

Experience
9 yrs
States
1
Exams
5
Since
2017
Fee
AUM / Other
View profile
BO

Baerbel O'Haire

Alabama·CRD #1457604
Dual-registered

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

Experience
40 yrs
States
32
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
BF

Bahiya Fawaz

Michigan·CRD #4734195
IA Rep

Investment Adviser Rep at MPM WEALTH ADVISORS

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
BF

Bahraam Foroughi

Arizona·CRD #7590347
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
39
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
BR

Bahtjar Rexha

Florida·CRD #7981443
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Other
View profile
BB

Bailee Belanger

Alabama·CRD #7183027
Dual-registered

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

Experience
7 yrs
States
46
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Bailee Kathleen Jameson

Alabama·CRD #6979192
Dual-registered

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

Experience
4 yrs
States
52
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Bailey Bishop

Arizona·CRD #2141055
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
9
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
BB

Bailey Braniff

Minnesota·CRD #6993092
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Bailey Edmonds

Georgia·CRD #7985240
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

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

Bailey Helen Dorrington

Arizona·CRD #6058914
Dual-registered

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

Experience
13 yrs
States
30
Exams
3
Since
2013
Fee
AUM / Other
View profile
BK

Bailey K Pribyl

Alabama·CRD #7788833
Dual-registered

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

Experience
3 yrs
States
53
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Bailey Marget Thornton

Virginia·CRD #6608094
Dual-registered

Dual-registered at KINLOCH CAPITAL, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Bailey Stephen Breidenbach

Florida·CRD #7285903
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
7
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BY

Bailey Yablonsky

Illinois·CRD #7962082
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
BZ

Bailey Ziemski-Harwood

Minnesota·CRD #7090378
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Baker Wayne Livingston

Alaska·CRD #7289630
Dual-registered

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

Experience
5 yrs
States
42
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Baldwin Tony Chin

Arizona·CRD #2291474
Dual-registered

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

Experience
33 yrs
States
33
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Bambrah Kai Walker

Indiana·CRD #5321634
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BY

Bangjie Yang

Washington·CRD #7942723
Dual-registered

Dual-registered at SECURE ASSET MANAGEMENT, L.L.C.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee / Other
View profile
BK

Bang K Tran

Alabama·CRD #5451168
Dual-registered

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

Experience
17 yrs
States
53
Exams
5
Since
2009
Est. fee
AUM / Commission / 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.

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