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+)
BM

Breanne Murphy McDonnell

Alabama·CRD #7569815
Dual-registered

Dual-registered at LAZARD ASSET MANAGEMENT LLC

Experience
3 yrs
States
52
Exams
4
Since
2023
Fee
AUM / Flat Fee / Performance-based
View profile
BP

Breanne Pfeffer

Alabama·CRD #6402629
Dual-registered

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

Experience
12 yrs
States
40
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Breann Layne Weaver

Florida·CRD #8134510
IA Rep

Investment Adviser Rep at GRAGG FINANCIAL

Experience
1 yrs
States
3
Exams
1
Since
2025
Est. fee
AUM / Hourly
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BV

Brecht Van Waes

Colorado·CRD #8214181
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BJ

Breck Jacobs

Utah·CRD #6582313
Dual-registered

Dual-registered at GIBBS WEALTH MANAGEMENT, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM
Minimum
$25k
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BC

Breeanna Catherine Wolford

Alaska·CRD #6613546
Dual-registered

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

Experience
10 yrs
States
16
Exams
5
Since
2016
Fee
AUM / Other
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BJ

Breeann J Adams

Alabama·CRD #4116388
Dual-registered

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

Experience
26 yrs
States
53
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Bree Clements Cota

Connecticut·CRD #4613248
IA Rep

Investment Adviser Rep at MISSIONSQUARE WEALTH MANAGEMENT

Experience
22 yrs
States
12
Exams
4
Since
2004
Fee
AUM
View profile
BN

Bree Nell Simmons

Alaska·CRD #6764771
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
9 yrs
States
13
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BR

Bregg Rodney Binczak

Florida·CRD #3271490
Dual-registered

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

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Bren Alise Johnson

California·CRD #3153569
Dual-registered

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

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
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BA

Brenda Allen Sakon

New York·CRD #7339978
IA Rep

Investment Adviser Rep at FRANCIS FINANCIAL

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly
Minimum
$2.0M
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BA

Brenda Anne Barrett

Arizona·CRD #4800525
Dual-registered

Dual-registered at ALLEGIANCE FINANCIAL ADVISORS, INC.

Experience
22 yrs
States
5
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
BC

Brenda Cox Allen

Nebraska·CRD #6382085
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
7
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BE

Brenda Emily Alcantara

Connecticut·CRD #7635409
Dual-registered

Dual-registered at BRIDGELIGHT FINANCIAL ADVISORS, INC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly
Minimum
$250k
View profile
BF

Brenda Foronda Campbell

Alaska·CRD #2845942
Dual-registered

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

Experience
25 yrs
States
40
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Brenda Gerardo Vejar

Arizona·CRD #8245927
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BH

Brenda H Millard

Alabama·CRD #4678143
Dual-registered

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

Experience
23 yrs
States
35
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brenda Jean Cyprian

Alabama·CRD #5045340
Dual-registered

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

Experience
21 yrs
States
53
Exams
9
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brenda Jean Kennedy

California·CRD #6184740
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BJ

Brenda Jo Bagonis-Cooke

California·CRD #1706462
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
14
Exams
6
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BJ

Brenda Joyce Dock

Alabama·CRD #1106923
Dual-registered

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

Experience
28 yrs
States
45
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brenda Joyce Sims

Wisconsin·CRD #5501442
IA Rep

Investment Adviser Rep at T. ANTON INVESTMENT HOUSE, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Fee
AUM
Minimum
$800k
View profile
BK

Brenda Kay McCombs

Oregon·CRD #2951985
Dual-registered

Dual-registered at CORDANT WEALTH PARTNERS

Experience
20 yrs
States
1
Exams
6
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$500k
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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