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+)
BB

Boyd Benson Jones

Georgia·CRD #4577801
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Hourly / Flat Fee
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BC

Boyd C Wible

Arizona·CRD #2405919
Dual-registered

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

Experience
33 yrs
States
39
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
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BJ

Boyd Jerod Pederson

California·CRD #4487117
Dual-registered

Dual-registered at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
24 yrs
States
3
Exams
6
Since
2002
Fee
AUM / Performance-based / Other
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BR

Boyd Ray Phillips II

California·CRD #4592107
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
23 yrs
States
17
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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BP

Boyong Park

California·CRD #6426829
Dual-registered

Dual-registered at AMERICAN WEALTH MANAGEMENT

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$300k
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BY

Bo Young Lee

Washington·CRD #3269501
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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BZ

Boyuan Zhou

Arizona·CRD #7183047
Dual-registered

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

Experience
7 yrs
States
7
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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BZ

Bo Zachary Potter

Indiana·CRD #8282821
IA Rep

Investment Adviser Rep at CX INSTITUTIONAL, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
BB

Bozena Bakula

Alabama·CRD #6461097
Dual-registered

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

Experience
7 yrs
States
44
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BZ

Bo Zhang

California·CRD #7241007
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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BA

Brad A Aham

California·CRD #3051204
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
11
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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BA

Brad A Collar

Arizona·CRD #2050350
Dual-registered

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

Experience
36 yrs
States
24
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brad Alan Chiesa

Alabama·CRD #7126620
Dual-registered

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

Experience
7 yrs
States
44
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brad Alan Dickman

Arkansas·CRD #4527103
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
15
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brad Alan Nelson

Minnesota·CRD #5927258
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brad Alan Zent

Colorado·CRD #3200328
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brad Alexander Olsen

Arizona·CRD #6802939
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
27
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brad Alexander Pruitt

Texas·CRD #5646938
IA Rep

Investment Adviser Rep at HIGH PLAINS INVESTMENT ADVISORS, INC.

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brad Anthony Freitas

Arizona·CRD #5965780
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
15 yrs
States
12
Exams
5
Since
2011
Est. fee
AUM / Other
View profile
BA

Brad A Yamanouchi

Arizona·CRD #5284197
Dual-registered

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

Experience
18 yrs
States
30
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Brad B Morgan

Alabama·CRD #7639486
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
BC

Brad Christopher Neumann

Maryland·CRD #4706942
Dual-registered

Dual-registered at TRUMBOWER FINANCIAL ADVISORS LLC

Experience
21 yrs
States
3
Exams
2
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Brad Cotner

California·CRD #7885641
Dual-registered

Dual-registered at TEMPUS WEALTH PLANNING, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Brad Crow

Alabama·CRD #6783696
Dual-registered

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

Experience
9 yrs
States
42
Exams
3
Since
2017
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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