There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of financial advisors in Hallandale, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Hallandale, Florida.
|Qualified Financial Advisors in Hallandale, Florida|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
SNOWDEN LANE PARTNERS
1 Alhambra Plaza,
Coral Gables, FL 33134
2600 Douglas Rd.,
Coral Gables, FL 33134
|21||Not Specified||Not Specified||Fee-Based|
Firm CRD# 152117
1221 Brickell Avenue, 9th Floor,
FL 33130 Phone Number 786-475-1280
Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business.
We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.
Firm CRD# 149794
Series 7, 9, 10, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
1 Alhambra Plaza,
FL 33134 Phone Number 305-968-8081
With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to: 1) Data/asset aggregation 2) Financial organization 3) Cash/credit management 4) Tax strategies/planning 5) Estate planning and implementation 6) Risk management 7) Investment strategy and implementation 8) Family legacy and governance I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.
Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Firm CRD# 143440
Series 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
2600 Douglas Rd.,
FL 33134 Phone Number 305-482-3002
Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their dog Pepper. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.
We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
|Gutierrez Insurance Solutions, Inc
Inquire with Gutierrez
|406 E Hallandale Beach Blvd, Hallandale, FL 33009||954-454-4779|
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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