financial advisors

Financial Advisors

Rate financial advisors you’ve done business with or compare more than 256,077 licensed financial advisors from across the country. The filters below will help you trim this list so that you can more easily find a financial advisor with the area of expertise you require. If you already know of a financial professional you’d like to learn more about, just search for them directly. Learning about a financial advisor’s experience and qualifications as well as what others have said about more
Recommend this page:
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
You can check the profile page of each professional or company to determine whether they are a paying advertiser (indicated by the word "sponsored"). Regardless of advertiser status, none of the listings, reviews, or other information on Wallet Hub constitutes, in any way, a referral or endorsement by us of the respective financial company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a financial company or professional on Wallet Hub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
William West Thompson Jr
  • Company Wells Fargo Advisors
  • Description William W Thompson Jr is a financial advisor with Wells Fargo Advisors, LLC, which primarily works with Individuals and High Net Worth Individuals. William Thompson operates out of Roanoke, VA. … more
  • Specialties N/A
  • Credentials N/A
  • Office 10 South Jefferson Street,suite 100 P.o. Box 751, Roanoke, VA, 24011 map
Christi Staib
  • Company LPL Financial
  • Description Christi Staib is a financial advisor with Lpl Financial LLC, which primarily works with Individuals and High Net Worth Individuals. Christi Staib operates out of Dallas, TX. … more
  • Specialties N/A
  • Credentials N/A
  • Office 17304 Preston Road #800, Dallas, TX, 75252 map
Ryan Vincent Antonacci Mr.
  • Company Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Description Ryan V Antonacci Mr. is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Ryan Antonacci operates out of New … more
  • Specialties N/A
  • Credentials N/A
  • Office 717 Fifth Avenue, New York, NY, 10022 map
Ian Michael Treacher
  • Company Morgan Stanley Smith Barney LLC
  • Description Ian M Treacher is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. Ian Treacher operates out of Visalia, CA. … more
  • Specialties N/A
  • Credentials N/A
  • Office 520 West Main Street, Visalia, CA, 93291 map
Peter Huffman
  • Company Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Description Peter Huffman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Peter Huffman operates out of La Jolla, CA. … more
  • Specialties N/A
  • Credentials N/A
  • Office 7825 Fay Avenue, La Jolla, CA, 92037 map
Philip Jude Sagona
  • Company Stifel, Nicolaus & Company, Incorporated
  • Description Philip J Sagona is a financial advisor with Stifel, Nicolaus & Company, Incorporated, which primarily works with Individuals and High Net Worth Individuals. Philip Sagona operates out of Garden City, NY. … more
  • Specialties N/A
  • Credentials N/A
  • Office 1225 Franklin Avenue Suite 150, Garden City, NY, 11530 map
Norman Victor Meier
  • Company Athena Capital Partners, Inc.
  • Description Norman V Meier is a financial advisor with Athena Capital Partners, Inc. Norman Meier operates out of Carlsbad, CA. … more
  • Specialties N/A
  • Credentials N/A
  • Office 1808 Aston Avenue Suite 165, Carlsbad, CA, 92008 map
Kurt Lee Neilan
  • Company Woodbury Financial Services, Inc.
  • Description Kurt Neilan is a financial advisor with Woodbury Financial Services, Inc. primarily works with Individuals, High Net Worth Individuals. Kurt Neilan operates out of Diamond Bar, CA. … more
  • Specialties Asset Management, College Planning, Employee Benefit Plans, Estate Planning, Long-Term Care, Retirement Planning, Tax Planning
  • Credentials CFP
  • Office 1370 Valley Vista Drive-suite 221, Diamond Bar, CA, 91765 map
Lawrence Richard Lindsley
  • Company LPL Financial
  • Description Lawrence Lindsley is a financial advisor with Summit Planning Group LLC. Lawrence Lindsley operates out of Green Bay, WI. … more
  • Specialties Comprehensive Financial Planning
  • Credentials CFP, ChFC
  • Office 3071 Voyager Drive, Suite A, Green Bay, WI, 54311 map
Tracey Elizabeth Lovitz
  • Company Ameriprise Financial
  • Description Tracey Lovitz is a financial advisor with Ameriprise Financial Services, Inc. primarily works with Individuals, High Net Worth Individuals. Tracey Lovitz operates out of Gainesville, FL. … more
  • Specialties N/A
  • Credentials CFP
  • Office 24 Nw 33rd Court Suite B, Gainesville, FL, 32607 map
COMMUNITY DISCUSSION

Help others find the best financial advisors by sharing what your deciding factor was when choosing your financial advisor