Financial advisers in Winter Park, Florida
24 profiles with reported offices in Winter Park, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Alexander ReadCCOLyons Wealth ManagementCRD 2254224
- Gregory KnightInvestment adviser representativeRegal Advisory ServicesCRD 2350579
- Theodore RichPresident/Chief Compliance OfficerRivertree AdvisorsCRD 2592493
Louis ShinamanInvestment adviser representativeDestiny Wealth PartnersCRD 2750556- Edward JenningsInvestment adviser representativeSandhill Wealth ManagementCRD 2894232
John LedfordPresident and Chief Compliance OfficerFWG HoldingsCRD 2960837
Robert ClarkTrustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, As AmendedDestiny Wealth PartnersCRD 4191125
Bradford CombesInvestment adviser representativeVirtus Financial PartnersCRD 5212463
David GulacsyPresident, CCOSandhill Wealth ManagementCRD 5584342
Stanley StewartFounding Partner, Principal Owner, and Chief Compliance OfficerVirtus Financial PartnersCRD 5652237- Frank GarciaManager, Member, Chief Compliance OfficerFrankly FinancesCRD 5657015
Justin EllsesserInvestment adviser representativeMatthias Private WealthCRD 5977801
Cole LinquistInvestment adviser representativeFWG HoldingsCRD 6234099- Eliza KwentusInvestment adviser representativeDestiny Wealth PartnersCRD 6399456
- Robert BurrowPartner & CCOPonta Wealth PartnersCRD 6420497
- Jeroen LindersInvestment adviser representativeLyons Wealth ManagementCRD 6473178
Bradley LedfordInvestment adviser representativeFWG HoldingsCRD 6659480- Cory ChurchillInvestment adviser representativeFWG HoldingsCRD 6664734
- Lisa Grady-StrangeInvestment adviser representativeRivertree AdvisorsCRD 6727598
Richard MatthiasPrincipal; Chief Compliance OfficerMatthias Private WealthCRD 6852492- Allan StevensonInvestment adviser representativeVirtus Financial PartnersCRD 7242005
- Justin IsenhourInvestment adviser representativeFWG HoldingsCRD 7595006
- Scott FrancisPartnerPonta Wealth PartnersCRD 7871089
- Austin JackInvestment adviser representativeLyons Wealth ManagementCRD 8146068
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.