wiseradvisor

Financial Advisor in North Palm Beach, Florida

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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 Advisor in North Palm Beach

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in North Palm Beach, Florida
Financial Advisor Office Location Phone Number
Jonathon Kollra
Edelman Financial Engines, LLC
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431
2 S. University Dr. Suite 231,
Plantation, FL  33324
(954) 741-7775
Paul Porter,CFP®
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644
Carlos Rodriguez
Edelman Financial Engines, LLC
18851 NE 29th Avenue,
Aventura, FL  33180
(786) 288-3437

Information on Qualified Financial Advisors in North Palm Beach

Qualifications CRD# 3047006
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,
FL 
33431
Phone Number (954) 7417775

Office Location 2 S. University Dr. Suite 231,
Plantation,FL  33324

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami. Hometown is Coral Springs, FL. Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2543647
FirmCRD# 6413
Series 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 808 Polk Street,
Hollywood,
FL 
33019
Phone Number (954) 9206644

CERTFIED FINANCIAL PLANNER TM Over twenty-five years experience in the financial services industry. 20 years in present position as an independent Registered Investment Advisor Representative and Registered Principal. Registrations are held through LPL Financial. Education : B.A. University of Delaware Stonier Graduate School of Banking Boston University -Financial Planning CFP®

About LPL Financial

I am a CERTIFED FINANCIAL PLANNER? professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed. I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities



Qualifications CRD# 4885618
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 18851 NE 29th Avenue,
Suite 501,
Aventura,
FL 
33180
Phone Number (786) 2883437

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2005. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Finance and Real Estate from Florida State University and Certificate of Financial Planning from Flordia State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around North Palm Beach, Florida
Financial Planning Corporation North Palm Beach, FL
Wachovia Securities Palm Beach Gardens, FL
Wachovia Securities, LLC Palm Beach Gardens, FL
Dito Private Client Services, Inc Palm Beach Gardens, FL
AXA Advisors, LLC West Palm Beach, FL
Wealth Solutions, LLC Palm Beach Gardens, FL
A. G. Edwards & Sons, Inc. West Palm Beach, FL
Merrill Lynch West Palm Beach, FL
Merrill Lynch West Palm Beach, FL
Wachovia Securities, LLC West Palm Beach, FL
Lehman Brothers Palm Beach, FL
Quick and Reilly Palm Beach, FL
Westminster Financial Palm Beach, FL
Kalisch Wealth Boca Raton, FL
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