More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

121-150 of 770 results

  • www.denali-wealth.com
  • 3
  • 2
  • 4
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state..
Relevance: 43.155083
  • www.crossborderent.com
  • 2
  • 2
  • 1
CROSS BORDER ENTERPRISES, L.L.C. is a New York-based international investment bank and advisory firm. We provide business development services, and through our subsidiary, CROSS BORDER PRIVATE CAPITAL, L.L.C., a FINRA-registered Broker/Dealer, we..
Relevance: 43.151817
  • investor.com
  • 2
  • 1
  • 10
In addition to the financial advisor search tool, the investor.com team created a unique, customizable calculator for researching and choosing credit cards for both personal and small-business use... investor.com is not an investment advisory..
Relevance: 43.119392
  • capitalstrategies.net
  • 20
  • 1
  • 19
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated. Capital Strategies..
Relevance: 43.00575
  • www.waltervirden.com
  • 2
  • 3
  • 1
Walter Virden, III and Walter Virden IV are registered representatives and investment adviser representatives of Momentum Independent Network Inc. (MIN), member FINRA/SIPC. MIN is a registered broker-dealer and registered investment adviser that does..
Relevance: 42.979607
  • www.vestwise.com
  • 1
"VestWise™ is brought to you by Park Avenue Securities LLC which is a registered broker-dealer and a registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America... VestWise™ is an online financial..
Relevance: 42.97108
  • maservices.com
  • 16
  • 4
  • 12
Merger & Acquisition Services Inc., was incorporated in 1999 with the goal of providing merger and acquisition advice and services to companies within the insurance sector. Since that time, the firm has grown into a boutique insurance investment bank..
Relevance: 42.963104
  • www.lsrosscpa.com
  • 2
  • 1
  • 3
Ross Accounting & Financial Services, Inc. is an accounting firm operated by Richard Ross. Richard Ross is a licensed financial advisor*. We provide tax and accounting services to individuals and businesses. Richard is also fully licensed and offer a..
Relevance: 42.908066
  • www.harringtonparkadvisors.com
  • 4
Harrington Park Advisors is a boutique investment bank with a focus on restaurants and consumer services companies. Our focus, experience, creativity, and network bring brands to life and deliver superior results for clients seeking M&A advisory and..
Relevance: 42.906647
  • www.vfmarkets.com
  • 2
  • 2
Vision Financial Markets is a self-clearing securities broker/dealer providing clearing services in equities, options and fixed income... Vision Financial Markets supports trading in stocks, equity options, bonds, alternative investments and mutual..
Relevance: 42.813637
  • www.jcbinc.com
  • 1
  • 1
  • 1
James C. Butterfield, Inc. is an independent firm, securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC, a..
Relevance: 42.793667
  • www.mynyable.org
  • 1
  • 3
  • 1
NY ABLE is sponsored by the state of New York and administered by the Comptroller of the State of New York. NY ABLE is intended to be a qualified ABLE program within the meaning of Section 529A. Ascensus Broker Dealer Services, LLC, the Program..
Relevance: 42.750954
  • 6thavenueteam.com
  • 2
  • 1
  • 4
The 6th Avenue Team is an investment advisory management team at Ingalls & Snyder, LLC, an investment advisor registered with the U.S. Securities & Exchange Commission and a FINRA member broker dealer. The content in this website is for informational..
Relevance: 42.71575
  • www.andersencuddihyinc.com
  • 1
  • 1
  • 4
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Bank, Andersen Cuddihy..
Relevance: 42.64628
  • www.soundharborwealthpartners.com
  • 5
  • 1
  • 5
Sound Harbor Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc... We understand that..
Relevance: 42.623947
  • www.fourpointsadvisory.com
  • 3
  • 1
  • 4
As Independent Insurance and Investment Advisors, we can truly focus on our clients best interest. Four Points Advisory LLC can provide professional retirement planning services, money managers, institutional products, and advanced products for..
Relevance: 42.575836
  • www.wakeleyfinancial.com
  • 5
  • 1
  • 4
Securities offered through BD4RIA, Inc Member FINRA/SIPC. Wakeley Financial, Cerity Partners LLC and BD4RIA, Inc are nonaffiliated. Wakeley Financial is not a registered broker/dealer or independent investment advisory firm... Wakeley Financial..
Relevance: 42.572803
  • www.familytreefs.com
  • 2
  • 1
  • 6
Family Tree Financial Services, LLC is an independent firm. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA, SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from..
Relevance: 42.572174
  • concisefinancialadv.com
  • 1
  • 1
Securities Offered through Registered Representatives of Cambridge Investment Research, Inc ., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser...
Relevance: 42.571384
  • elevenatlantic.com
  • 1
  • 1
  • 13
We are committed to guiding our clients through the labyrinth of tax laws, trust, philanthropy, Social Security planning, generational wealth transfers, stretch IRA techniques, and asset allocation wealth management... Securities offered through..
Relevance: 42.558098
  • anvilwealth.com
  • 5
  • 1
  • 4
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Anvil Wealth is not registered as..
Relevance: 42.515
  • www.communityinvestmentservices.com
  • 20
  • 17
  • 19
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Community Bank and Community..
Relevance: 42.44668
  • www.resonantfinancialplanning.com
  • 2
  • 2
  • 2
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Resonant Financial Planning is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or..
Relevance: 42.423363
  • www.wsfsinvestments.com
  • 19
  • 20
  • 18
The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a..
Relevance: 42.40883
  • www.gcufinance.com
  • 5
  • 2
  • 3
GCU Advisory & Investment Ltd is a corporate finance consulting and advisory firm wholly owned by Asia Capital Holding Ltd a Seychelles-established Trust for Asian institutional-based investors or its relevant affiliates. Our advisory business is..
Relevance: 42.387672
  • www.ridgedalefinancialadvisors.com
  • 1
The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state..
Relevance: 42.381657
  • oceantomoinvestments.com
  • 4
  • 1
  • 3
Ocean Tomo Investment Group, a subsidiary of Ocean Tomo, LLC, was formed in 2015 as a licensed broker dealer under federal and state securities law to service our clients' IP-based advisory, investment banking and capital raising needs... Ocean Tomo..
Relevance: 42.35859
  • www.lincolneb.com
  • 2
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York,..
Relevance: 42.34668
  • www.thebeaconwealthgroup.com
  • 1
  • 6
Beacon Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through..
Relevance: 42.333134
  • www.centaurusfinancialinc.com
Centaurus Financial, Inc. is a national independent broker/dealer registered and licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of the Financial Industry Regulatory Authority (FINRA) and the..
Relevance: 42.321835