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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+)
BV

Bernard Vincent McManus II

West Virginia·CRD #6583172
Dual-registered

Dual-registered at COMMONWEALTH FINANCIAL SERVICES

Experience
10 yrs
States
1
Exams
6
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Bernhard Tyler Christianson

Arizona·CRD #8179743
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
6
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Bernice Antonelli

Alabama·CRD #1327273
Dual-registered

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

Experience
25 yrs
States
43
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Bernice Davis

Florida·CRD #5663345
Dual-registered

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

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
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BV

Bernice Valrey Rolle-Lewis

California·CRD #2848008
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
29 yrs
States
5
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Bernie Alvin Develle

Alabama·CRD #7191655
Dual-registered

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

Experience
6 yrs
States
13
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Berni Marie Stevens

Maryland·CRD #6451368
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Bert Dixon Barre

South Carolina·CRD #4119994
Dual-registered

Dual-registered at COLONIAL TRUST ADVISORS, INC.

Experience
17 yrs
States
1
Exams
2
Since
2009
Fee
AUM / Flat Fee
View profile
BE

Bert Earl Miller Jr

Colorado·CRD #1145903
Dual-registered

Dual-registered at MILLER WEALTH ADVISORS, LLC

Experience
43 yrs
States
2
Exams
4
Since
1983
Fee
AUM
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BE

Bert Ewart Grant

Minnesota·CRD #4680104
Dual-registered

Dual-registered at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Fee
AUM
View profile
BM

Bertha M Rozier

Florida·CRD #3222413
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BV

Bertha Valentine

Arizona·CRD #3112309
Dual-registered

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

Experience
24 yrs
States
40
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Bert Henry Livingston

Arizona·CRD #1415670
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
41 yrs
States
11
Exams
3
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BM

Bert Matthew Halliday

Alaska·CRD #1335975
Dual-registered

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

Experience
41 yrs
States
48
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Berto Cabral

California·CRD #6025424
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
12
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Berton Robert Brown

Florida·CRD #4554466
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BP

Bert Patrick Ward

Florida·CRD #4987875
Dual-registered

Dual-registered at CAPACUITY LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Fee
AUM / Flat Fee / Other
View profile
BE

Bertrand Emmanuel Sejour

Florida·CRD #4483935
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
5
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BW

Bertrand Wong

California·CRD #2918995
Dual-registered

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

Experience
29 yrs
States
15
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Besiana Kingji

Minnesota·CRD #5365944
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BB

Bess Butler Brunson

Georgia·CRD #7034800
IA Rep

Investment Adviser Rep at THE FIDUCIARY GROUP

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
BA

Beth Alexandra Schubert

Florida·CRD #5665456
Dual-registered

Dual-registered at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Experience
4 yrs
States
2
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
BA

Beth A Michel

Alabama·CRD #1723450
Dual-registered

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

Experience
37 yrs
States
37
Exams
8
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Bethani Ann Eguia

California·CRD #4723502
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
3
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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