Financial advisers in The Villages, Florida
9 profiles with reported offices in The Villages, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- William FassbenderInvestment adviser representativeBTS Asset ManagementCRD 1264447
Bart PattersonInvestment adviser representativeZenith Advisory GroupCRD 5923711- Kathleen LaseterInvestment adviser representativeBlueprint Wealth ManagementCRD 6278035
- Joshua CruzInvestment adviser representativeBucket List Wealth ManagementCRD 6456893
- Daniel QuirkManaging Member/CCOBucket List Wealth ManagementCRD 6739784
- Jared VockInvestment adviser representativeBlueprint Wealth ManagementCRD 6948318
Jonathan LeftwichInvestment adviser representativeNetworth Asset ManagementCRD 7449256- Jacob WellsInvestment adviser representativeZenith Advisory GroupCRD 8170588
Michael CaruanaInvestment adviser representativeFiduciary Capital ManagementCRD 8280050
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.