Ceredex |
301 E Pine St #500, Orlando, FL 32801 |
|
40767xxxx0 |
don********@c***********.com |
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First Command |
605 E Robinson St Ste 510, Orlando, FL 32801 |
|
40798xxxx0 |
ban*****@f***********.com |
5 |
2 |
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7030 |
255 |
7530 |
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Merrill Lynch Financial Advisor Suzanne Magee Fleming |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx7 |
ale*********@m*.com |
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Delta Capital Management |
698 N Maitland Ave Suite 201, Maitland, FL 32751 |
|
40742xxxx3 |
don@d***********.com |
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5 |
13 |
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138 |
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John Pinkley - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
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40764xxxx8 |
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5 |
1 |
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Allen Brinckerhoff - Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx8 |
bfg@r***********.com |
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89 |
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91 |
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BNY Mellon Wealth Management Winter Park FL |
531 W Morse Blvd Suite 150, Winter Park, FL 32789 |
|
32121xxxx4 |
jes************@b********.com |
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Talon Wealth Management |
781 Ciara Crk Cv #1003, Longwood, FL 32750 |
|
40727xxxx0 |
amy*****@t******.com |
4.6 |
20 |
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Kimberly R Stewart - Financial Advisor, Ameriprise Financial Services, LLC |
513 N Parramore Ave, Orlando, FL 32801 |
|
40742xxxx1 |
bre********@a***.com |
2.3 |
3 |
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850 |
129 |
859 |
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RBC Wealth Management Branch - Winter Park |
700 W Morse Blvd Ste 101, Winter Park, FL 32789 |
|
83338xxxx6 |
joh*******@c*.rbcwealthmanagement |
4 |
4 |
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Armstrong Financial - Northwestern Mutual |
1000 Legion Pl # 1400, Orlando, FL 32801 |
|
40740xxxx1 |
ada**********@n*.com |
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5 |
10 |
534 |
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543 |
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Charles Schwab |
420 S Orange Ave, Orlando, FL 32801 |
|
40742xxxx0 |
3d@c*****.schwab |
3.4 |
12 |
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Edward Jones - Financial Advisor: Tony Johnson, AAMS™ |
2868 S Osceola Ave, Orlando, FL 32806 |
|
40784xxxx0 |
a.j*********@e**********.com |
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85462 |
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94000 |
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ATI Professional Services |
1920 E Robinson St, Orlando, FL 32803 |
|
40759xxxx4 |
adm**@a*****.com |
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54 |
9 |
58 |
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Summit Wealth Partners, LLC |
800 N Orange Ave Suite 302, Orlando, FL 32801 |
|
40765xxxx2 |
cwa*****@m*************.com |
5 |
1 |
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110 |
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Quantitative Wealth Management |
425 W New England Ave #350, Winter Park, FL 32789 |
|
40731xxxx5 |
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Dreamscape Wealth Advisors - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx1 |
bra*********@a***.com |
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229 |
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240 |
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Signature Wealth Partners, LLC |
7380 Sand Lake Rd STE 405, Orlando, FL 32819 |
|
40779xxxx1 |
eri*@y******************.com |
5 |
3 |
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Polley Wealth Management |
250 N Orange Ave UNIT 1116, Orlando, FL 32801 |
|
40733xxxx5 |
dig***************@p***********.com |
5 |
1 |
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262 |
7 |
328 |
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Mariner |
1000 Legion Place, Suite 1285, Orlando, FL 32801 |
|
40787xxxx8 |
aar********@m********************.com |
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4 |
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15 |
4500 |
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Jeff Toadvine - Private Wealth Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
5 |
1 |
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176 |
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184 |
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The Fountain Park Group - Morgan Stanley |
201 E Pine St Suite 1100, Orlando, FL 32801 |
|
40784xxxx5 |
acm***********@m************.com |
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Edward Jones - Financial Advisor: Michael Broadus |
2901 Curry Ford Rd Ste 3, Orlando, FL 32806 |
|
40789xxxx0 |
a.j*********@e**********.com |
5 |
3 |
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86779 |
|
98000 |
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Fortress Wealth Group |
1099 W Morse Blvd, Winter Park, FL 32789 |
|
40799xxxx8 |
bec**@f******************.com |
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279 |
|
292 |
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Edward Ho - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
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Evershore Financial Group |
1750 N Maitland Ave, Maitland, FL 32751 |
|
32130xxxx0 |
aje*****@e********.com |
5 |
4 |
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243 |
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252 |
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Northwestern Mutual |
1000 Legion Pl, Orlando, FL 32801 |
|
40775xxxx0 |
ann*********@n*.com |
4.2 |
5 |
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Mosaic Wealth Management Group, Inc |
1500 Town Plaza Ct, Winter Springs, FL 32708 |
|
40762xxxx6 |
amc******@m************.com |
4.8 |
6 |
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Jake Carris Financial Planning |
5401 S Kirkman Rd Ste 215, Orlando, FL 32819 |
|
40748xxxx6 |
jak*@c*******.com |
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Edward Jones - Financial Advisor: Kaley N Mora, CRPC™ |
10783 Narcoossee Rd Ste 121, Orlando, FL 32832 |
|
40720xxxx7 |
a.j*********@e**********.com |
5 |
5 |
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86177 |
|
96000 |
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Resource Consulting Group |
301 E Pine St Suite 600, Orlando, FL 32801 |
|
40742xxxx2 |
amb***@r*****************.com |
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86 |
|
93 |
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Edelman Financial Engines |
1900 Summit Tower Blvd Suite 230, Orlando, FL 32810 |
|
83375xxxx3 |
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18694 |
20 |
20000 |
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Winter Park Wealth Management - UBS Financial Services Inc. |
201 N New York Ave, Winter Park, FL 32789 |
|
40761xxxx5 |
abc*******@u**.com |
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The LifeWealth Group |
270 W Plant St Suite 240, Winter Garden, FL 34787 |
|
40729xxxx9 |
bra*@l**************.com |
4.9 |
72 |
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Sandhill Wealth Management |
831 W Morse Blvd, Winter Park, FL 32789 |
|
32166xxxx0 |
dav**********@s*************.com |
5.01 |
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12 |
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Talbot Asset Management |
32 S Main St, Winter Garden, FL 34787 |
|
40787xxxx7 |
aar************@r***********.com |
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Ronald J Gruninger |
390 N Orange Ave #1875, Orlando, FL 32801 |
|
40763xxxx0 |
blu***@f*************.com |
5 |
1 |
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536 |
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International Assets Advisory, LLC |
111 N Orange Ave #1000, Orlando, FL 32801 |
|
40725xxxx0 |
aar****@i***.com |
2.3 |
3 |
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Breed's Hill Wealth Management |
301 N Park Ave a, Winter Park, FL 32789 |
|
40759xxxx0 |
CGa*******@B***********.com |
5 |
1 |
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Beacon Pointe Advisors |
1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789 |
|
40762xxxx8 |
a.c***@b***********.com |
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LJAKE FINANCIAL GROUP |
111 N Orange Ave Suite 800, Orlando, FL 32801 |
|
80065xxxx3 |
inf*@l****.org |
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5 |
14 |
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3 |
98 |
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Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC™ |
4907 International Pkwy STE 1051, Sanford, FL 32771 |
|
40787xxxx4 |
a.j*********@e**********.com |
5 |
8 |
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Kirsty M. Walker |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx9 |
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Nona Wealth Advisors - Ameriprise Financial Services, LLC |
10917 Dylan Loren Cir A, Orlando, FL 32825 |
|
40724xxxx6 |
dns*****@a***.com |
5 |
1 |
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Chris Barley - Private Wealth Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx4 |
bra*********@a***.com |
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Merrill Lynch Financial Advisor John D Maxwell |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ale*********@m*.com |
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Asset Life Settlements, LLC |
1507 Park Center Dr #1b, Orlando, FL 32835 |
|
88833xxxx9 |
ass**@a*******************.com |
5 |
3 |
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Olarte Wealth Management Group |
PO Box 6370, Orlando, FL 32802 |
|
87761xxxx5 |
sti***@o***********.com |
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Morgan Stanley Financial Advisors |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx0 |
acm***********@m************.com |
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Project Management Advisors, Inc. |
301 E Pine St #950, Orlando, FL 32801 |
|
40739xxxx4 |
ada**@p*****.com |
5 |
1 |
|
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|
617 |
|
672 |
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Olarte Wealth Management Group, Inc. |
Orlando, FL 32801 |
|
87761xxxx5 |
own**********@u******.com |
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Edward Jones - Financial Advisor: Brian B Fucile, AAMS™|CRPC™ |
1823 Edgewater Dr, Orlando, FL 32804 |
|
40742xxxx9 |
a.j*********@e**********.com |
5 |
3 |
|
|
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|
87486 |
|
100000 |
|
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Apex Wealth Management LLC |
3300 S Hiawassee Rd STE 103, Orlando, FL 32835 |
|
40744xxxx8 |
acu**@a*******************.com |
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|
The Stella Williams Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acc**********@m************.com |
|
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|
Oxford Advisory Group |
111 N Orange Ave #775, Orlando, FL 32801 |
|
40749xxxx4 |
bra*@o******************.com |
4.9 |
84 |
|
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|
First Command District Advisor - Will Wilson |
605 E Robinson St Ste 510, Orlando, FL 32801 |
|
40798xxxx0 |
abe***@f***********.com |
|
|
|
|
|
|
7235 |
271 |
|
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|
Alfano Property Management |
618 E South St STE 500, Orlando, FL 32801 |
|
40737xxxx4 |
dom****@a***********************.com |
4.3 |
60 |
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Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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3 |
2 |
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Financial Harvest Wealth Advisors |
1091 W Morse Blvd Suite 200, Winter Park, FL 32789 |
|
40793xxxx7 |
ale*@f***************.com |
5 |
1 |
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849 |
662 |
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Merrill Lynch Financial Advisor Sami Guindi |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx3 |
ale*********@m*.com |
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Anders Retirement & Investment Advisors |
124 E Welbourne Ave, Winter Park, FL 32789 |
|
88896xxxx4 |
dan**@a***************.com |
5 |
23 |
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Conrad Santiago - Private Wealth Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
cha*********@a***.com |
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Private Wealth Management at Heathrow - Ameriprise Financial Services, LLC |
101 S New York Ave UNIT 210, Winter Park, FL 32789 |
|
40720xxxx8 |
bra*********@a***.com |
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204 |
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208 |
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Hilltop Securities Inc. |
450 S Orange Ave Suite 225, Orlando, FL 32801 |
|
40742xxxx1 |
aar**************@h****************.com |
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The Prewitt Group - Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
5.01 |
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Merrill Lynch Wealth Management |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx5 |
ban********************@m*.com |
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Dorman Financial Management |
557 Wymore Rd #201, Maitland, FL 32751 |
|
40777xxxx5 |
adm**@d**************.com |
3 |
2 |
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Fortiv |
800 N Magnolia Ave #1825, Orlando, FL 32803 |
|
40724xxxx5 |
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5 |
1 |
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Christopher J. Dixon, RFC |
Premiere Trade Plaza Office Tower II, 111 N Orange Ave #775, Orlando, FL 32801 |
|
40732xxxx8 |
inf*@o******************.com |
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3579 |
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3593 |
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LYONS INVESTMENT MANAGEMENT |
1470 Gene St, Winter Park, FL 32789 |
|
91651xxxxxx0 |
ale*@z****.com |
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Virtus Wealth Advisors - Ameriprise Financial Services, LLC |
200 E Robinson St Ste 1200, Orlando, FL 32801 |
|
40784xxxx1 |
che*********@a***.com |
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226 |
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Keith Davis - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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Anne Franklin |
1000 Legion Pl 14th floor, Orlando, FL 32801 |
|
40775xxxx7 |
ann**********@n*.com |
4.9 |
13 |
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Wheelock Wealth Solutions at Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx4 |
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Sparrow Wealth Management |
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40758xxxx5 |
chr**@s************.com |
5 |
14 |
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CNL Financial Group Inc |
450 S Orange Ave, Orlando, FL 32801 |
|
40765xxxx0 |
adm**********@c**.com |
5 |
2 |
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Coatoam Wealth Management Group |
700 W Morse Blvd Suite 101, Winter Park, FL 32789 |
|
40796xxxx1 |
joh*******@c*.rbcwealthmanagement |
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Diverse Wealth |
7380 Sand Lake Rd, Orlando, FL 32819 |
|
40731xxxx4 |
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Bruce Woodruff & Associates |
3101 Maguire Blvd # 256, Orlando, FL 32803 |
|
40789xxxx1 |
bru***********@c***********.com |
5 |
1 |
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The Roccanti Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx0 |
acc**********@m************.com |
3 |
1 |
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Josh Langholz - Thrivent |
427 N Magnolia Ave Ste 205, Orlando, FL 32801 |
|
40783xxxx0 |
adm**@d***********.com |
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Rafael Marquez, Principal - Marquez Financial & Insurance Strategies |
6200 Metrowest Blvd STE 201, Orlando, FL 32835 |
|
32194xxxx2 |
raf***@m***************.net |
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2 |
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2 |
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Private Bank, Bank of America |
300 S Orange Ave, Orlando, FL 32801 |
|
80087xxxx8 |
and************@b************.com |
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FS Investments |
111 N Orange Ave #1000, Orlando, FL 32801 |
|
40780xxxx9 |
abb***@f************.com |
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McDonough Capital Management |
6000 Turkey Lake Rd #212, Orlando, FL 32819 |
|
40724xxxx7 |
cam**@m***************.com |
5 |
1 |
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100 |
4 |
103 |
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Alta Vista Wealth Management, LLC |
14 E Washington St Ste 410, Orlando, FL 32801 |
|
40725xxxx8 |
g.p***@s*******.com |
|
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3 |
2 |
4 |
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Thomas Temeyer - Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
cha*********@a***.com |
|
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269 |
|
280 |
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Quantitative Wealth Management |
425 W New England Ave, Winter Park, Fl 32789 |
|
40731xxxx5 |
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Mark S Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
bar**********@a***.com |
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Privada Wealth Management |
549 Wymore Rd #208, Maitland, FL 32751 |
|
32128xxxx1 |
chr******@p************.com |
|
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282 |
2 |
295 |
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Merrill Lynch Financial Advisor Jared Yule |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ale*********@m*.com |
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Paul C Prewitt - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
|
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CNL Strategic Capital |
450 S Orange Ave, Orlando, FL 32801 |
|
86665xxxx0 |
ann*************@c******************.com |
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Ameriprise Financial: Strunc David |
300 N Orange Blossom Trl, Orlando, FL 32801 |
|
40783xxxx3 |
|
5 |
1 |
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CLA (CliftonLarsonAllen) |
420 S Orange Ave Suite 900, Orlando, FL 32801 |
|
40780xxxx0 |
aar********@c*********.com |
5 |
4 |
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5051 |
|
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Wealth and Finance Professionals, LLC |
|
|
85075xxxx0 |
con****@w*******************.com |
5 |
14 |
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James B McLean - Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx5 |
dns*****@a***.com |
|
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197 |
|
200 |
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The Farb Financial Group |
1900 Summit Tower Blvd Suite 170, Orlando, FL 32810 |
|
40755xxxx3 |
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DiMercurio Advisors LLC |
111 N Orange Ave #1450, Orlando, FL 32801 |
|
40790xxxx6 |
hel**@d*****************.com |
4.7 |
13 |
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238 |
2 |
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|
HEALTH&WEALTH ADVISORS |
3119 Capri Isle Way, Orlando, FL 32835 |
|
40749xxxx2 |
adv****@c**.rr |
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SkyView Wealth Management |
999 Douglas Ave Ste 2216, Altamonte Springs, FL 32714 |
|
40767xxxx2 |
roy*******@s************.com |
|
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Avanti Wealth Management |
110 Crown Oak Centre Dr, Longwood, FL 32750 |
|
40733xxxx0 |
inf*@a***********.com |
|
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152 |
10 |
156 |
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American Harbour Wealth Management |
1516 Hillcrest St #106, Orlando, FL 32803 |
|
40735xxxx0 |
eri*@a**************.com |
|
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|
Merrill Lynch Financial Advisor James C Magee |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx9 |
ale*********@m*.com |
|
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|
First Capital Property Group, Inc. |
615 E Colonial Dr, Orlando, FL 32803 |
|
40787xxxx9 |
ama***@f***.com |
4.2 |
18 |
|
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|
239 |
15 |
261 |
|
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|
Blaise Benoist - Raymond James |
390 N Orange Ave #2300, Orlando, FL 32801 |
|
40790xxxx5 |
bla***********@b********.com |
|
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|
Travis Keller - Associate Financial Advisor, Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
dns*****@a***.com |
|
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44 |
|
48 |
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|
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
97362xxxx0 |
lui*************@a***.com |
|
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|
Ancona Wealth Management of Raymond James |
807 W Morse Blvd Suite 200, Winter Park, FL 32789 |
|
40764xxxx1 |
aar************@r***********.com |
|
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|
17457 |
|
18000 |
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Evolve Advisor Group |
Hillcrest St, Orlando, FL 32803 |
|
|
inf*@e********.com |
|
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|
Semper Wealth Management LLC |
873 White Rose Wy, Oviedo, FL 32765 |
|
40730xxxx5 |
dja**@s*********************.com |
|
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|
|
5 |
6 |
|
|
165 |
|
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|
Yolanda Copeland - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
|
|
|
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|
17484 |
|
18000 |
|
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|
John McInerney Certified Est |
200 E Robinson St, Orlando, FL 32801 |
|
40758xxxx4 |
inf*@m******************.net |
1 |
2 |
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MPC Wealth Management |
111 N Magnolia Ave, Orlando, FL 32801 |
|
40724xxxx5 |
inf*@m*****.com |
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4.2 |
5 |
98 |
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95 |
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Merrill Lynch Financial Advisor Scott D. Abramson |
400 S Park Ave Suite 300, Winter Park, FL 32789 |
|
40764xxxx9 |
ban********************@m*.com |
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Merrill Lynch Financial Advisor Carina Gerscovich Borkon |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ban********************@m*.com |
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Aaron Kassler - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40741xxxx6 |
acm***********@m************.com |
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American Harbour Wealth Management |
1516 Hillcrest St, Orlando, FL 32803 |
|
40735xxxx0 |
imp******@g****.com |
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Scott Mahnken - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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Wells Fargo Advisors |
800 N Magnolia Ave # 1401, Orlando, FL 32803 |
|
40764xxxx0 |
a-w***************@w*****************.com |
5 |
4 |
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188364 |
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189000 |
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Sound Directions Wealth Advisors - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
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183 |
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Fellowship Financial |
630 Wymore Rd #304, Maitland, FL 32751 |
|
40794xxxx8 |
inf*@f***********.com |
5 |
2 |
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332 |
11 |
355 |
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Axianta Financial Partners Orlando |
2295 S Hiawassee Rd Suite 100B, Orlando, FL 32835 |
|
81828xxxx8 |
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5 |
4 |
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Merrill Lynch Financial Advisor John C. Beavers |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx4 |
ban********************@m*.com |
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Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS™|CRPC™|CRPS™ |
45 W Crystal Lake St Suite #199, Orlando, FL 32806 |
|
40724xxxx7 |
a.j*********@e**********.com |
5 |
5 |
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504 |
37 |
513 |
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Richard A. Nese III, CFP |
1000 Legion Pl # 1400, Orlando, FL 32801 |
|
40775xxxx6 |
ade********@n*.com |
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95 |
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Strategic Planning Partners |
7680 Universal Blvd #198, Orlando, FL 32819 |
|
40796xxxx7 |
dat*****************@i****.de |
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Westshore Financial Group |
2301 Maitland Center Pkwy UNIT 123, Maitland, FL 32751 |
|
32126xxxx5 |
jos**********@g***.com |
5 |
4 |
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119 |
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122 |
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Vinh Nguyen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
223 Pasadena Pl, Orlando, FL 32803 |
|
40744xxxx8 |
ali***********@a***.com |
5 |
2 |
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Danielle Krise - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
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Ronald Garrison - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx9 |
acm***********@m************.com |
5 |
1 |
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Alta Vista Wealth Management, LLC. |
14 E Washington St #600h, Orlando, FL 32801 |
|
40725xxxx8 |
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Morgan Stanley Financial Advisors |
250 S Park Ave Suite 500, Winter Park, FL 32789 |
|
40774xxxx0 |
acm***********@m************.com |
5 |
1 |
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The Citrus Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acm***********@m************.com |
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Wells Fargo Advisors Financial Network |
7575 Dr Phillips Blvd, Orlando, FL 32819 |
|
40748xxxx7 |
ada*********@w*****************.com |
4 |
1 |
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AllGen Financial Advisors- Financial Planning & Investment Management |
100 W Lucerne Cir #200, Orlando, FL 32801 |
|
40721xxxx8 |
acc*****@a**************.com |
4.6 |
9 |
|
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1266 |
59 |
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Yvonne McGuire - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx7 |
acm***********@m************.com |
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Baird Private Wealth Management |
300 Garfield Ave #100, Winter Park, FL 32789 |
|
40764xxxx0 |
gow***@r******.com |
|
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8142 |
940 |
8600 |
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Non-Traditional Wealth Management, LLC. |
4767 New Broad St, Orlando, FL 32814 |
|
40751xxxx1 |
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All County CFL Property Management |
390 N Orange Ave #2300, Orlando, FL 32801 |
|
40780xxxx9 |
amy@a***********.com |
4 |
277 |
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J.P. Morgan Private Bank |
450 S Orange Ave 10th Floor, Orlando, FL 32801 |
|
40723xxxx3 |
abc*******@j*******.com |
5 |
2 |
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Determined Financial Group |
|
|
87784xxxx1 |
|
5 |
6 |
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Fifth Third Private Bank - Teresa Colling |
200 E Robinson St, Orlando, FL 32801 |
|
|
adr************@5*.com |
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Breske & Breske Inc |
4447 Edgewater Dr, Orlando, FL 32804 |
|
40752xxxx0 |
bre***@b**************.com |
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77 |
|
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Matthew C Kelly - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
|
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Voyage Retirement Solutions |
220 E Central Pkwy suite 1000, Altamonte Springs, FL 32701 |
|
88850xxxx3 |
ben@v***************.com |
5 |
17 |
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David Webster - Raymond James |
541 S Orlando Ave STE 209, Maitland, FL 32751 |
|
40764xxxx6 |
aar************@r***********.com |
|
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|
17457 |
|
18000 |
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Churchill Management Group - Windermere |
9100 Conroy Windermere Rd STE 200, Orlando, FL 32819 |
|
87793xxxx0 |
ach*@c******************.com |
|
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221 |
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Siler Wealth Management |
100 Crown Oak Centre Dr, Longwood, FL 32750 |
|
40783xxxx2 |
cve******@s******.com |
5 |
1 |
|
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4.9 |
26 |
745 |
5 |
790 |
|
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Brinkman Accounting & Wealth Advisors |
4853 S Orange Ave Suite A, Orlando, FL 32806 |
|
40785xxxx5 |
rec******@b*****************.com |
4.4 |
26 |
|
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Stonebridge Financial Planning |
203 Hillcrest St, Orlando, FL 32801 |
|
40769xxxx0 |
ath****@s*****************.com |
5 |
1 |
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|
Retire Orlando, a Member of Advisory Services Network, LLC |
390 N Orange Ave #2300, Orlando, FL 32801 |
|
40760xxxx0 |
sco**********@r************.org |
5 |
39 |
|
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138 |
|
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BURGOS & BREIN WEALTH MANAGEMENT |
1060 Woodcock Rd Suite 117, Orlando, FL 32803 |
|
86694xxxx5 |
dar**@b*************.com |
5 |
69 |
|
|
4.8 |
23 |
3415 |
75 |
3400 |
|
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|
Merrill Lynch Financial Advisor Kelly A Dwyer |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx9 |
ale*********@m*.com |
|
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|
FirsTrust - Private Wealth Management |
121 S Orange Ave #1500, Orlando, FL 32801 |
|
40785xxxx4 |
adm***************@w*****.com |
|
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PNC Private Bank |
420 S Orange Ave UNIT 300, Orlando, FL 32801 |
|
40742xxxx3 |
aar******@p**.com |
3 |
2 |
|
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|
351717 |
9156 |
354000 |
|
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|
Thorsen Hixenbaugh Kovaleski Wealth Advisors |
315 E Robinson St Suite 190, Orlando, FL 32801 |
|
40784xxxx0 |
Jac*********@T****************.com |
|
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Cebert Wealth - Ameriprise Financial Services, LLC |
719 Peachtree Road, Suite 100, Orlando, FL 32804 |
|
40720xxxx7 |
ama***************@a***.com |
|
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|
Nelson Financial Planning |
423 Country Club Dr, Winter Park, FL 32789 |
|
40762xxxx7 |
ale******@n**********************.com |
5 |
33 |
|
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|
381 |
7 |
457 |
|
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|
Florida Retirement Group |
2500 Maitland Center Pkwy Suite 101, Maitland, FL 32751 |
|
32129xxxx6 |
amy@f****************.com |
5 |
217 |
|
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|
Legacy Financial Advisors Orlando |
1855 W State Rd 434 #272, Longwood, FL 32750 |
|
40726xxxx6 |
til@l********************.com |
5 |
1 |
|
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AlphaQ Advisors |
111 N Orange Ave # 700, Orlando, FL 32801 |
|
40798xxxx0 |
|
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|
Private Wealth Management | U.S. Bank |
225 E Robinson St Ste 250, Orlando, FL 32801 |
|
40734xxxx4 |
aar************@u*****.com |
|
|
|
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|
345378 |
5428 |
348000 |
|
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|
AGPM LLC |
501 N Magnolia Ave Suite 1000, Orlando, FL 32801 |
|
40744xxxx0 |
alb************@a*********.com |
3.5 |
94 |
|
|
|
|
712 |
13 |
770 |
|
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|
Oakmonte Wealth Management |
3700 S Conway Rd, Suite 112, Orlando, FL 32812 |
|
40741xxxx5 |
bre**********@o*************.com |
|
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|
Ogden Wealth LLC |
260 Lookout Pl STE 106, Maitland, FL 32751 |
|
40764xxxx9 |
gna****@o*************.com |
5 |
17 |
|
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|
Sunrise Wealth Advisors |
6052 Turkey Lake Rd #101, Orlando, FL 32819 |
|
40735xxxx6 |
agr****@s********************.com |
5 |
9 |
|
|
|
|
257 |
2 |
267 |
|
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|
Number 1 Broker LLC |
121 S Orange Ave, Orlando, FL 32801 |
|
40756xxxx0 |
adm**@n************.net |
1.3 |
60 |
|
|
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|
Rea Financial |
7680 Universal Blvd Suite 310, Orlando, FL 32819 |
|
40778xxxx0 |
inf*@r****************.com |
5 |
9 |
|
|
|
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|
|
31 |
|
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|
Raymond James |
537 North Magnolia Avenue, Orlando, FL 32801 |
|
40783xxxx8 |
|
5 |
2 |
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153 |
17 |
152 |
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David Vaughan Investments, LLC |
399 Carolina Ave # 110, Winter Park, FL 32789 |
|
40762xxxx3 |
abr*****@d*****.com |
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Tyson Smith - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
|
1 |
1 |
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OneMain Financial |
4972 E Colonial Dr, Orlando, FL 32803 |
|
40789xxxx1 |
aar**********@o***************.com |
3.4 |
50 |
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De Prince Race & Zollo Inc |
250 S Park Ave # 250, Winter Park, FL 32789 |
|
40742xxxx3 |
acc*******@d******.com |
5 |
2 |
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Rivers Wealth Management |
1525 International Pkwy STE 4001, Lake Mary, FL 32746 |
|
40754xxxx5 |
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5 |
1 |
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Evan Joffe - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx8 |
acm***********@m************.com |
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MM Private Wealth Management of Raymond James |
807 W Morse Blvd Suite 200, Winter Park, FL 32789 |
|
40764xxxx1 |
aar************@r***********.com |
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17457 |
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18000 |
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Merrill Lynch Financial Advisor Angel Curbelo |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
ang**********@m*.com |
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RFH Capital Advisors |
51 E Jefferson St #1033, Orlando, FL 32802 |
|
85557xxxx0 |
3d@r****.com |
5 |
28 |
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Centrus Financial Strategies |
121 S Orange Ave, Orlando, FL 32801 |
|
80077xxxx2 |
inf*@c********.com |
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Key Wealth Builders |
200 E Robinson St, Orlando, FL 32801 |
|
30578xxxx3 |
ang***@k****************.com |
5 |
9 |
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Annuity.org |
1 S Orange Ave Suite 500B, Orlando, FL 32801 |
|
85567xxxx4 |
ari*****@a******.org |
4.4 |
45 |
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5723 |
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5700 |
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RetireGuide |
1 S Orange Ave Suite 500A, Orlando, FL 32801 |
|
87748xxxx8 |
con****@r**********.com |
4.4 |
24 |
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1600 |
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Charles Schwab |
1600 Hancock Rd Suite d, Clermont, FL 34711 |
|
35240xxxx8 |
adv****************@s*****.com |
4.4 |
7 |
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Victor Panos - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx4 |
acm***********@m************.com |
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Edward Jones - Financial Advisor: Robert T Hopper, AAMS™ |
1925 Prospect Ave Ste 130, Orlando, FL 32814 |
|
40764xxxx5 |
a.j*********@e**********.com |
|
85 |
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86781 |
|
98000 |
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Orlando Wealth Management |
720 Rugby St #200, Orlando, FL 32804 |
|
40764xxxx2 |
aar************@r***********.com |
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17125 |
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WealthCare Financial |
200 E Robinson St Suite 1120, Orlando, FL 32801 |
|
40747xxxx3 |
cli***@a************.com |
5 |
2 |
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Florida Financial Group |
301 E Pine St #800, Orlando, FL 32801 |
|
40742xxxx1 |
adr*********@f*************.com |
5 |
1 |
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Upshot Capital Advisors |
255 S Orange Ave Suite 720, Orlando, FL 32801 |
|
68920xxxx0 |
dan*******@u*******.com |
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Steve Fricke - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
bre**********@r***********.com |
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Flagship Private Wealth Management - Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx5 |
bra*********@a***.com |
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219 |
2 |
223 |
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MFM Capital Management Inc |
1300 N Semoran Blvd # 100, Orlando, FL 32807 |
|
40777xxxx0 |
|
5 |
1 |
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B. Riley Advisory Services |
255 S Orange Ave Suite 1245, Orlando, FL 32801 |
|
40758xxxx1 |
aal*******@b***********.com |
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Fidelity Investments |
175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701 |
|
80045xxxx0 |
a61****@f*******.com |
3 |
59 |
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JMK Wealth Advisors |
5018 Sawyer Cv Wy, Windermere, FL 34786 |
|
40755xxxx4 |
je**@j****************.com |
|
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Damon Nicholson - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx2 |
acm***********@m************.com |
|
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Price Financial Services |
2941 W State Rd 434 #200, Longwood, FL 32779 |
|
40733xxxx0 |
ash************@e********.com |
5 |
3 |
|
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653 |
|
663 |
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Incite Wealth Management LLC |
976 Lake Baldwin Ln #205, Orlando, FL 32814 |
|
40725xxxx2 |
|
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|
Samuel J. Dixon, RFC | Oxford Advisory Group |
111 N Orange Ave #775, Orlando, FL 32801 |
|
40749xxxx4 |
bra*@o******************.com |
5 |
1 |
|
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|
Vandergrift Financial Group of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
|
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|
98 |
|
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|
Tailored Investment Group, Inc. |
5142 Curry Ford Rd, Orlando, FL 32812 |
|
40741xxxx1 |
|
5 |
4 |
|
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|
LevelUp Advisors US LLC |
100 E Pine St Suite 100-43, Orlando, FL 32801 |
|
87776xxxx9 |
inf*@l**************.com |
|
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|
Michael Prewitt - Financial Advisor, Ameriprise Financial Services, LLC |
207 E Livingston St, Orlando, FL 32801 |
|
40744xxxx1 |
dns*****@a***.com |
|
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|
Achievement Financial Group of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx5 |
aar************@r***********.com |
|
|
|
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|
17483 |
|
18000 |
|
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|
Monarch Structured Settlements (Structured Settlements provided by Sage Settlement Consulting) |
20 N Orange Ave Suite#1550, Orlando, FL 32801 |
|
40764xxxx9 |
ddi****@m*********.com |
|
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|
Deric Milligan - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx1 |
aar************@r***********.com |
|
|
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|
17186 |
|
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|
Moisand Fitzgerald Tamayo, LLC |
300 S Orange Ave #1170, Orlando, FL 32801 |
|
40786xxxx8 |
aka**@m****************.com |
|
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7 |
470 |
|
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|
Russell Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
200 E Robinson St Ste 1200, Orlando, FL 32801 |
|
40784xxxx1 |
che*********@a***.com |
5 |
1 |
|
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|
219 |
|
226 |
|
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|
Fischer Wealth Management |
3312 E Semoran Blvd, Apopka, FL 32703 |
|
40726xxxx6 |
jpl*****@f************.com |
5 |
1 |
|
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|
Zizmer - Jones Private Wealth Management Group of Raymond James |
807 W Morse Blvd Suite 200, Winter Park, FL 32789 |
|
40764xxxx1 |
aar************@r***********.com |
|
|
|
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|
17457 |
|
18000 |
|
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|
Merrill Lynch Financial Advisor Traci B Avila |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx1 |
ban********************@m*.com |
|
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|
Edward Jones - Financial Advisor: Matt Buckland, CFP®|CEPA® |
808 Virginia Dr, Orlando, FL 32803 |
|
40789xxxx0 |
a.j*********@e**********.com |
3.7 |
3 |
|
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|
72 |
|
76 |
|
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|
Frank Guerriero - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx1 |
acm***********@m************.com |
|
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|
Marcola Bennett - TIAA Wealth Management Advisor |
12001 Research Pkwy Office #236, Orlando, FL 32826 |
|
86622xxxx3 |
acc******************@t***.org |
5.04 |
|
|
|
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|
90989 |
518 |
92000 |
|
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|
Milton & Associates Inc |
1310 W Colonial Dr #15, Orlando, FL 32804 |
|
40724xxxx8 |
inf*@m************.com |
5 |
21 |
|
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|
Raymond James Financial Services |
1560 Orange Ave Ste 650, Winter Park, FL 32789 |
|
32144xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
164 |
24 |
160 |
|
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|
Fimognari Financial |
1201 Orlando Ave #320, Winter Park, FL 32789 |
|
40747xxxx8 |
pfi*******@e**************.com |
5 |
1 |
|
|
5 |
5 |
54 |
8 |
55 |
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|
Financial Advisory Partners @ NBC Securities |
1201 S Orlando Ave, Winter Park, FL 32789 |
|
40724xxxx1 |
|
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|
Peter J. Freuler & Associates, CPA |
The Angebilt Building, 37 N Orange Ave UNIT 519, Orlando, FL 32801 |
|
40784xxxx0 |
abe@p*****.com |
4.9 |
53 |
|
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|
Ryan Plank - RBC Wealth Management Financial Advisor |
700 W Morse Blvd Suite 101, Winter Park, FL 32789 |
|
40727xxxx1 |
joh*******@c*.rbcwealthmanagement |
|
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|
Aubry Wealth Management |
121 S Orange Ave Ste 1500, Orlando, FL 32801 |
|
40749xxxx7 |
inf*@a**********.com |
|
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2 |
|
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|
Merrill Lynch Wealth Management |
400 S Park Ave #300, Winter Park, FL 32789 |
|
40764xxxx2 |
ban********************@m*.com |
5 |
2 |
|
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|
Pando Partners Wealth Management |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40764xxxx1 |
|
|
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|
IHT Wealth Management |
7345 W Sand Lake Rd STE 208, Orlando, FL 32819 |
|
40737xxxx0 |
abe*****@m***************.com |
|
|
|
|
|
|
1513 |
5 |
1500 |
|
|
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|
|
Marshall and Associates - Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40784xxxx3 |
dns*****@a***.com |
5 |
2 |
|
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Pluris Wealth Management of Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
|
40724xxxx5 |
abc@r***********.com |
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Rob Legenhausen CPFA , CLU |
720 Rugby St #200, Orlando, FL 32804 |
|
40764xxxx1 |
rob************@r***********.com |
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Start Financial Plan Rollover 401k Zoom or Webex |
2420 S Lakemont Ave Suite 120, Orlando, FL 32814 |
|
40748xxxx7 |
rob***@s**************.com |
5 |
2 |
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Adelson Group - Ameriprise Financial Services, LLC |
1800 Pembrook Dr Suite 300, Orlando, FL 32810 |
|
56151xxxx1 |
che***********@a***.com |
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442 |
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446 |
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Security Financial Management |
2420 S Lakemont Ave Suite 120, Orlando, FL 32814 |
|
40764xxxx6 |
al@s**************.com |
5 |
9 |
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30 |
652 |
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Merrill Lynch Wealth Management |
14374 Narcoossee Rd, Orlando, FL 32832 |
|
68920xxxx0 |
bro*********@m*.com |
3 |
2 |
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Merit Wealth Advisors |
1060 Maitland Center Commons Blvd #365, Maitland, FL 32751 |
|
40766xxxx5 |
inf*@m******.com |
3.7 |
3 |
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Residual Wealth Holdings, LLC |
4530 S Orange Blossom Trl Suite #509, Orlando, FL 32839 |
|
40771xxxx0 |
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Lyons Wealth Management, LLC |
280 W Canton Ave #430, Winter Park, FL 32789 |
|
40795xxxx0 |
a.j***@l**********.com |
5 |
1 |
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Jason Claycomb - Raymond James Financial Services, Inc. |
5950 Hazeltine National Dr Suite 630, Orlando, FL 32822 |
|
40747xxxx4 |
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5 |
3 |
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Edward Jones - Financial Advisor: Kaleb Z Williams |
642 Rugby St, Orlando, FL 32804 |
|
40767xxxx3 |
a.j*********@e**********.com |
5 |
1 |
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87485 |
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100000 |
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Florida Financial Advisors |
800 N Magnolia Ave Ste 1650, Orlando, FL 32803 |
|
40755xxxx7 |
a-e@f********.com |
5 |
39 |
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Avenues Wealth |
311 W Fairbanks Ave Suite 201, Winter Park, FL 32789 |
|
40789xxxx1 |
je**@a************.com |
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Winn Partners Financial Group |
111 N Orange Ave #1000, Orlando, FL 32801 |
|
80043xxxx2 |
jwi**@w******.com |
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Blue Trust | Orlando Financial Advisors |
1900 Summit Tower Blvd #260, Orlando, FL 32810 |
|
40761xxxx0 |
blo*@b********.com |
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American Financial Advisors |
1936 Lee Rd Suite 270, Winter Park, FL 32789 |
|
40720xxxx6 |
abr**@a*********.com |
5 |
8 |
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1 |
172 |
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For CRE Brokers |
200 S Orange Ave, Orlando, FL 32801 |
|
87786xxxx8 |
for**********@m****************.com |
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Andrew Lyon - RBC Wealth Management Financial Advisor |
700 W Morse Blvd Suite 101, Winter Park, FL 32789 |
|
40796xxxx4 |
joh*******@c*.rbcwealthmanagement |
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Merrill Lynch Financial Advisor Matthew Sloan |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx1 |
ale*********@m*.com |
1 |
1 |
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Synergy Wealth Alliance |
215 N Westmonte Dr, Altamonte Springs, FL 32714 |
|
32120xxxx8 |
aar**@s********************.com |
5 |
2 |
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Fifth Third Private Bank - Mark Mankbadi |
200 E Robinson St, Orlando, FL 32801 |
|
40799xxxx6 |
adr************@5*.com |
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GC Wealth Management |
1180 Spring Centre S Blvd, Altamonte Springs, FL 32714 |
|
40734xxxx2 |
bre**@g***********.com |
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Merrill Lynch Private Wealth Advisor James Richard Millar |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ban********************@m*.com |
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Strong Point Financial, Inc. |
7680 Universal Blvd # 550, Orlando, FL 32819 |
|
80032xxxx5 |
amo******@s**********.com |
4.9 |
220 |
|
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4.7 |
12 |
465 |
9 |
534 |
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JE Owens & Company |
2731 Silver Star Rd, Orlando, FL 32808 |
|
40729xxxx4 |
jac*@j******.com |
5 |
1 |
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U.S. Bank - Private Wealth Advisor: Wes Wankelman |
225 E Robinson St Ste 250, Orlando, FL 32801 |
|
40734xxxx4 |
aar************@u*****.com |
1 |
1 |
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344734 |
4737 |
346000 |
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Central Florida Wealth Management Group - UBS Financial Services Inc. |
201 N New York Ave, Winter Park, FL 32789 |
|
88841xxxx4 |
ale*******@u**.com |
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Wealth Management of Florida |
307 N Park Ave Ste A, Winter Park, FL 32789 |
|
40780xxxx4 |
amb**@w********.com |
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Trustco Bank - Wealth Management and Commercial Loans |
1211 N Orange Ave, Winter Park, FL 32789 |
|
40775xxxx7 |
aal****@t**********.com |
4.7 |
3 |
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6340 |
320 |
7100 |
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Excel Financial and Tax Services |
100 E Pine St #110, Orlando, FL 32801 |
|
84464xxxx5 |
cs@f**************.com |
5 |
3 |
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Newell Wealth Management |
213 S Dillard St Suite 150H, Winter Garden, FL 34787 |
|
40733xxxx8 |
kyl********@n*******.com |
5 |
12 |
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Kuberneo CPA |
4555 Hoffner Ave, Orlando, FL 32812 |
|
40758xxxx3 |
ash***@k**********.com |
5 |
11 |
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Merrill Lynch Financial Advisor J. Judd Peterson |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
|
40783xxxx2 |
bri************@b***.com |
5 |
1 |
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RICH MADE CREDIT |
111 N Orange Ave, Orlando, FL 32801 |
|
87781xxxx4 |
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Edwards Financial Services |
5494 Lake Howell Rd, Winter Park, FL 32792 |
|
40767xxxx0 |
adv*****@e**************************.com |
4.8 |
70 |
|
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Pando Partners Wealth Management of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx1 |
abc@r***********.com |
|
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|
17484 |
|
18000 |
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Kaltbaum Capital Management |
201 S Orange Ave suite 1017, Orlando, FL 32801 |
|
40751xxxx0 |
gar*@g****.com |
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CommonGood Capital |
824 Highland Ave, Orlando, FL 32803 |
|
40747xxxx3 |
inf*@c************.com |
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DB Wealth Management |
230 Mohawk Rd, Clermont, FL 34715 |
|
35272xxxx9 |
aar************@r***********.com |
5 |
1 |
|
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17457 |
|
18000 |
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Inspire Capital Management |
1681 N Maitland Ave, Maitland, FL 32751 |
|
40733xxxx6 |
bri*****@i*************.com |
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EP Wealth Strategies Llc. / LPL Financial / former Waddell & Reed |
6996 Piazza Grande Ave STE 207, Orlando, FL 32835 |
|
40791xxxx0 |
rec****@e*****************.com |
|
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208 |
|
205 |
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Spraker West Wealth Management, Inc. |
334 W Morse Blvd, Winter Park, FL 32789 |
|
40747xxxx9 |
cai****@s**********.com |
|
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Nielson Financial Services, Inc. |
901 E Washington St #2905, Orlando, FL 32801 |
|
40745xxxx6 |
ber****@n***********************.com |
5 |
2 |
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Carson Wealth |
7958 Via Dellagio Way Suite 300, Orlando, FL 32819 |
|
40781xxxx0 |
abr****@c***********.com |
5 |
4 |
|
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2046 |
53 |
2300 |
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Gambin Financial Group |
127 N Magnolia Ave, Orlando, FL 32801 |
|
40762xxxx1 |
|
5 |
7 |
|
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Kayne Anderson Rudnick |
555 Winderley Pl # 300, Maitland, FL 32751 |
|
|
aar******@k****.com |
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133 |
11 |
147 |
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Tao Financial |
|
|
40755xxxx8 |
847*************************************@w*****************.com |
5 |
13 |
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|
Vaughn Wealth |
1127 Edgewater Dr, Orlando, FL 32804 |
|
40787xxxx8 |
aar********@m********************.com |
|
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|
Integrated Wealth Solutions of Raymond James |
537 N Magnolia Ave, Orlando, FL 32801 |
|
40783xxxx8 |
|
5 |
2 |
|
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|
153 |
17 |
152 |
|
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Credit Army ️ |
20 N Orange Ave Suite 1100, Orlando, FL 32801 |
|
88821xxxx6 |
|
5 |
54 |
|
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|
Morgan Stanley Financial Advisors |
4705 S Apopka Vineland Rd Ste 202, Orlando, FL 32819 |
|
40760xxxx0 |
int**********@m************.com |
5 |
2 |
|
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|
Merrill Lynch Financial Advisor Christine Ann Cyrus |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx6 |
ban********************@m*.com |
|
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Talon Wealth Management |
189 S Orange Ave Ste 2100, Orlando, FL 32801 |
|
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Planning For Wealth Preservation LLC |
2813 S Hiawassee Rd STE 205, Orlando, FL 32835 |
|
80071xxxx3 |
|
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TSG Financial Advisors - Ameriprise Financial Services, LLC |
719 Peachtree Rd # 100, Orlando, FL 32804 |
|
40720xxxx7 |
dns*****@a***.com |
|
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|
Merrill Lynch Wealth Management |
390 N Orange Ave, Orlando, FL 32801 |
|
40725xxxx5 |
|
5 |
1 |
|
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Financial Advisory Institute |
1410 Lake Baldwin Ln Suite A, Orlando, FL 32814 |
|
40725xxxx7 |
|
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Merrill Lynch Financial Advisor Michael Cook |
300 S Orange Ave Suite 800, Orlando, FL 32801 |
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40764xxxx8 |
bri************@b***.com |
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MWMfund |
300 S Orange Ave # 1000, Orlando, FL 32801 |
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80037xxxx2 |
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5 |
6 |
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Your Mental Wealth Advisors (Occidental Asset Management, LLC) - Orlando |
711 Ballard St #2000, Altamonte Springs, FL 32701 |
|
32140xxxx3 |
inf*@o*******.net |
5 |
1 |
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156 |
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169 |
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Sandra Martin - Raymond James |
301 E Pine St Suite 1100, Orlando, FL 32801 |
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40764xxxx8 |
aar************@r***********.com |
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18000 |
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Investors Passport to Hedge Fund Profits |
37 N Orange Ave #201, Orlando, FL 32801 |
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40742xxxx3 |
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Tripletail Wealth Management |
224 E Marks St, Orlando, FL 32803 |
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40728xxxx2 |
tea*@t***************.com |
5 |
4 |
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Legacy Financial Group |
630 Maitland Ave S, Maitland, FL 32751 |
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40747xxxx0 |
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5 |
1 |
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Stokes Wealth |
3117 Edgewater Dr, Orlando, FL 32804 |
|
40784xxxx0 |
inf*@s***********.com |
4.6 |
5 |
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Circle of Wealth Group |
750 S ORANGE BLOSSOM Trail, Orlando, FL 32805 |
|
40757xxxx3 |
dar****************@f*******.com |
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5 |
35 |
1123 |
266 |
1100 |
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4.5 |
18 |
Us Trust |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
32152xxxx5 |
aar************@u******.com |
5 |
1 |
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Merrill Lynch Financial Advisor Robert J Oliver |
4705 S Apopka Vineland Rd, Orlando, FL 32819 |
|
40790xxxx7 |
ban********************@m*.com |
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Ann Adams - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx9 |
acm***********@m************.com |
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Collaborative Wealth of Lake Nona |
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827 |
|
32176xxxx9 |
ben*************@c******************.com |
5 |
2 |
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Rick Sane - Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40724xxxx5 |
aar************@r***********.com |
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17484 |
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18000 |
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The City Front Group - Morgan Stanley |
201 E Pine St 11th Fl, Orlando, FL 32801 |
|
40784xxxx1 |
acm***********@m************.com |
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Wisdom Planning Group |
3322 Clay Ave, Orlando, FL 32804 |
|
40746xxxx6 |
ami***@w*******.com |
1 |
1 |
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Magruder Private Wealth of Raymond James |
301 E Pine St Ste 1100, Orlando, FL 32801 |
|
40764xxxx8 |
aar************@r***********.com |
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17483 |
|
18000 |
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Burgess Chambers & Associates |
315 E Robinson St, Orlando, FL 32801 |
|
40764xxxx1 |
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Flagship Private Wealth Management - Ameriprise Financial Services, LLC |
101 S New York Ave UNIT 210, Winter Park, FL 32789 |
|
40724xxxx5 |
bra*********@a***.com |
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220 |
2 |
223 |
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Daniel Iachello - Financial Advisor, Ameriprise Financial Services, LLC |
300 S Orange Ave Ste 750, Orlando, FL 32801 |
|
40724xxxx8 |
ale*************@a***.com |
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200 |
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Global Asset Management Group |
2139 W State Rd 434 #102, Longwood, FL 32779 |
|
40754xxxx7 |
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4 |
1 |
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Florida Financial Advisors |
401 S 12th St #2, Tampa, FL 33602 |
|
81333xxxx3 |
3d@f********.com |
4.9 |
144 |
|
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368 |
27 |
401 |
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Group 10 Financial, LLC |
2600 Maitland Center Pkwy #355, Maitland, FL 32751 |
|
40796xxxx2 |
inf*@g***************.com |
5 |
2 |
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KRS Wealth Management - Ameriprise Financial Services, LLC |
513 N Parramore Ave, Orlando, FL 32801 |
|
40742xxxx1 |
dns*****@a***.com |
2.3 |
3 |
|
|
|
|
132825 |
|
134000 |
|
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