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+)
BA

Blayne Andrew Gale

California·CRD #3128453
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
27 yrs
States
8
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BF

Blayne Fugere

Arkansas·CRD #7388424
Dual-registered

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

Experience
5 yrs
States
7
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Blenda Maria Leon

Alabama·CRD #7261087
Dual-registered

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

Experience
5 yrs
States
13
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Bliss Guinane

Alabama·CRD #5569600
Dual-registered

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

Experience
15 yrs
States
52
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Blythe Davison Berents

Alabama·CRD #2090183
Dual-registered

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

Experience
31 yrs
States
53
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Boaz Gerthe Pierre

California·CRD #6578791
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Bob Allan Kaye

California·CRD #2400527
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
11
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BA

Bobb Arthur Meckenstock

Arizona·CRD #1152284
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
32
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Bobbette L Horn

Alabama·CRD #2021371
Dual-registered

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

Experience
25 yrs
States
44
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Bobbi Blaire Parlo

Georgia·CRD #7867625
IA Rep

Investment Adviser Rep at ZWJ INVESTMENT COUNSEL INC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BF

Bobbie Fujihara Hanley

Arizona·CRD #7184292
Dual-registered

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

Experience
6 yrs
States
20
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Bobbie Lee Bostick

Florida·CRD #6304864
Dual-registered

Dual-registered at &PARTNERS

Experience
12 yrs
States
7
Exams
7
Since
2014
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
BJ

Bobbi Jo Spainhower

Iowa·CRD #6262122
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
12 yrs
States
3
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Bobbi Marie Wroblewski

Michigan·CRD #6876509
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BY

Bobbi Young

Maryland·CRD #2534439
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BA

Bobby Adusumilli

Ohio·CRD #7497385
IA Rep

Investment Adviser Rep at SJS INVESTMENT SERVICES

Experience
4 yrs
States
1
Since
2022
Fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BA

Bobby Allan Futch

Tennessee·CRD #5986318
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BB

Bobby Benyamin

California·CRD #6929544
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Flat Fee / Performance-based
View profile
BG

Bobby Glen Moore

Alabama·CRD #4302484
Dual-registered

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

Experience
25 yrs
States
37
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Bobby Glenn Bright

Alabama·CRD #6547525
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
11 yrs
States
12
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BH

Bobby Hardamon

California·CRD #7715058
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
1 yrs
States
6
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Bobby Ho

Arizona·CRD #5006720
Dual-registered

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

Experience
21 yrs
States
17
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Bobby John Frady

Florida·CRD #5561270
Dual-registered

Dual-registered at BOYD WATTERSON ASSET MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Flat Fee / Performance-based
View profile
BK

Bobby Kyle Cowand

Arizona·CRD #2317710
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
33 yrs
States
19
Exams
6
Since
1993
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.

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