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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+)
BN

Bobby Neil Foster

Colorado·CRD #2794673
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Bobby Ray Payne Jr

Arizona·CRD #1795408
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
37 yrs
States
34
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Bobby Ray Sharp Jr

Florida·CRD #6681246
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BR

Bobby R Tyner

California·CRD #7192705
Dual-registered

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

Experience
6 yrs
States
21
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Bobby Stevens

Alabama·CRD #5954972
Dual-registered

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

Experience
15 yrs
States
53
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Bobby Takhar

California·CRD #5454933
Dual-registered

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

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Bob Grenier

Arizona·CRD #5225202
Dual-registered

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

Experience
18 yrs
States
35
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Bob Palmer Hodges

Alabama·CRD #2101302
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
35 yrs
States
8
Exams
7
Since
1991
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BR

Bob Robert Sunness

California·CRD #834409
Dual-registered

Dual-registered at SEARLE & CO.

Experience
49 yrs
States
7
Exams
5
Since
1977
Fee
AUM / Commission
View profile
BS

Bodi Sutherland

Utah·CRD #8190201
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
BB

Bogna Barbara Zachura

California·CRD #3200988
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
7
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Bo Hoffman

New Jersey·CRD #8109132
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
BY

Bohui Yu

New York·CRD #7922100
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BH

Bo Hunter Chwala

Alabama·CRD #7850781
Dual-registered

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

Experience
1 yrs
States
53
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Bo H Zhang

Delaware·CRD #7226331
Dual-registered

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

Experience
6 yrs
States
10
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Bokyung Kim

Alabama·CRD #6347346
Dual-registered

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

Experience
11 yrs
States
52
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Bola Habib

Alabama·CRD #7624236
Dual-registered

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

Experience
4 yrs
States
53
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Bola Hanna

Arizona·CRD #7463561
Dual-registered

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

Experience
5 yrs
States
19
Exams
5
Since
2021
Fee
AUM / Other
View profile
BL

Bo Leslie Brower

Idaho·CRD #4417603
Dual-registered

Dual-registered at DESERT ROSE CAPITAL MANAGEMENT, INC.

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM
Minimum
$50k
View profile
BD

Bonafe De Mayo Santos

California·CRD #5244494
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Boniface Desmond Coelho

Minnesota·CRD #5525998
IA Rep

Investment Adviser Rep at REDHAWK WEALTH ADVISORS, INC.

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$1k
View profile
BH

Bonita Hwang Schnurr

Alabama·CRD #2611731
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
30 yrs
States
25
Exams
4
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
BC

Bonner Castles Barnes

Louisiana·CRD #717481
IA Rep

Investment Adviser Rep at CORDA INVESTMENT MANAGEMENT, LLC

Experience
18 yrs
States
1
Since
2008
Est. fee
AUM
View profile
BB

Bonnie Baldauf Parker

Florida·CRD #2458942
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
27 yrs
States
2
Exams
6
Since
1999
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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