Financial advisers in Ponte Vedra, Florida
8 profiles with reported offices in Ponte Vedra, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- John BurkeInvestment adviser representativeTotal Wealth Planning and ManagementCRD 35780
- William TomesPresident - CCOTotal Wealth Planning and ManagementCRD 2300545
- Michael McAlpinManaging Partner and Chief Compliance OfficerIntellicapital AdvisorsCRD 4436877
- Kim MortensenInvestment adviser representativeTotal Wealth Planning and ManagementCRD 4733622
Larry EllisCEO / Treasurer / DirectorValues First AdvisorsCRD 5310413- Brandon CatrettInvestment adviser representativeRidgeline WealthCRD 7016998
- Ryan GradyInvestment adviser representativeParadigm Wealth AdvisoryCRD 7328614
- Sheldon-Scott HalcrowCEO, President, CCOCaleo Capital N.A.CRD 7429895
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.