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Financial Advisors in Daytona Beach, FL

How to choose a financial advisor in Daytona Beach

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.

Olivia Buttrey

Financial Advisor

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Daytona Beach, FL

ProfileNo contact yet

Mark Nichols

Financial Advisor

CHARTER ADVISORY SERVICES, LLC

Daytona Beach, FL

ProfileNo contact yet

Susan Wells

Financial Advisor

M Holdings Securities, Inc.

Daytona Beach, FL

ProfileNo contact yet

Jose Silva

Financial Advisor

SILVA FIDUCIARY ADVISORS

Daytona Beach, FL

ProfileNo contact yet

Viktoriya Frye

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Daytona Beach, FL

ProfileNo contact yet

Aaron Maxey

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Daytona Beach, FL

ProfileNo contact yet

Mark Jones

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Daytona Beach, FL

ProfileNo contact yet

Jeremiah Cronin

Financial Advisor

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Daytona Beach, FL

ProfileNo contact yet

Ann Snellings

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Daytona Beach, FL

ProfileNo contact yet
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