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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
Saint Petersburg
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
17
non-vetted advisors in your local area. These financial advisors in
Saint Petersburg, Florida
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
Saint Petersburg, 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
Saint Petersburg, Florida.
| Qualified Financial Advisors in Saint Petersburg, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Nathan Helms
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®) LPL FINANCIAL 1001 S Macdill Ave, Suite 700, Tampa, FL 33629 |
14 | Not Specified | Not Specified | Fee-Based |
| Armand Atkinson
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC® ADVANCED WEALTH PLANNING GROUP 5401 W Kennedy Blvd, Suite# 460, Tampa, FL 33609 |
15 | Not Specified | Not Specified | Fee-Based |
| Michael Lehman
CFP® FOCUS WEALTH STRATEGIES 3419 Brook Crossing Drive, Brandon, FL 33511 |
26 | Not Specified | $50,000 | Fee-Based |
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1001 S Macdill Ave,
Suite 700,
Tampa,
FL
33629
Phone Number
813-334-6500
I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
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, Insurance Products & Annuities
Qualifications
CRD# 5167229
Firm CRD# 112097
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
5401 W Kennedy Blvd,
Suite# 460,
Tampa,
FL
33609
Phone Number
813-770-9864
Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association
Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66
Compensation/Fee Fee-Based
Office Location
3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number
813-305-0411
Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Saint Petersburg, Florida (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway, Saint Petersburg, FL 33716 |
$272,263,234,957 | 846581 |
A percentage of AUM Hourly charges Fixed fees Commision Based Other (PER PARTICIPANT (ERISA)) |
| MARLIN MANAGER, LLC
646 2nd Avenue S, Saint Petersburg, FL 33701 |
$589,920,535 | 2 | Other (MASTER SERVICING FEE) |
| HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS
9455 Koger Blvd. N , Suite 102, Saint Petersburg, FL 33702 |
$161,800,000 | 514 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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