Financial Advisors in Brandon, FL

How to choose a financial advisor in Brandon

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Mostafa Salama

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Brandon, FL

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James Moore

Financial Advisor

THRIVENT INVESTMENT MANAGEMENT INC.

Brandon, FL

ProfileNo contact yet

David Lemar

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL

ProfileNo contact yet

Cedrick West

Financial Advisor

BLUE COMPASS WEALTH MANAGEMENT, LLC

Brandon, FL

ProfileNo contact yet
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