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Find Top Financial Advisors in Lakeland, Florida

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lakeland, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Lakeland

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Qualified Financial Advisors in Lakeland, Florida
Financial Advisor Office Location Phone Number
Kevin Campbell, Registered Fiduciary
Florida Fiduciary Wealth Management
1014 S Florida Ave,
Lakeland, FL  33803
(863) 688-0900

Information on Qualified Financial Advisors in Lakeland

Qualifications CRD# 1727079
FirmCRD# 99451
Series 7, 24, 31, 65, 99


Office Location 1014 S Florida Ave,
Lakeland,
FL 
33803
Phone Number (863) 6880900

Born in Lakeland, Florida, Kevin is a Registered Principal and Investment Advisor Representative of Cambridge Investment Research, Inc. He has been managing client assets for over 30 years. He currently holds five FINRA Securities Licenses: Series 7, Series 65, Series 31, and Series 24 and has a Florida Life/Variable Annuity License. Kevin serves clients in over 20 states. In 2015, Kevin received his Registered FiduciaryTM designation. He is one of 100 Advisors who has earned this credential. Kevin had been an Endorsed Local Provider (ELP) for Dave Ramsey in 2011-2016, then continued his role, as what is now known, as SmartVestor Pro. He is also a graduate of the Financial Peace University and has completed the coursework for The Total Money Makeover. Kevin graduated with a B.A. in 1986 from the University of Florida, where he lettered in tennis. He and his wife, Carey, have three daughters: Aubrey, Andrea and Allison. The Campbells are active members of All Saints Episcopal Church.

About Florida Fiduciary Wealth Management

People want investment advisors to do what's right for them. That's what a Fiduciary is. Florida Fiduciary has been our name since 1997. Fiduciary is not just our name. It's our tradition. Kevin Campbell is one of 100 in the United States, to be designated by Dalbar as a Registered Fiduciary. Dan Clark is one of 1,900 in the world who holds the Chartered Market Technician designation. Our practice is to always act in your best interest, not to sell you a product. At Florida Fiduciary, we provide financial advice you can trust.



List of Additional Financial Advisors in or around Lakeland, Florida
Financial Advisor Office Location Phone Number
Jason Heinzelmann, CRPC®
Provident Wealth Management Group
401 E Jackson St,
Tampa, FL  33602
(813) 240-6655

Information on Additional Financial Advisors in or around Lakeland, Florida

Jason Heinzelmann, CRPC®

Provident Wealth Management Group

Qualifications CRD# 4478336
FirmCRD# 6413
Series 7, 55, 63, 66

Tel: (813) 2406655
401 E Jackson St,
Suite 3675,
Tampa,
FL 
33602


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?