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Financial Advisors in Jacksonville Beach, FL

How to choose a financial advisor in Jacksonville 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.

Clay Triplett

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jacksonville, FL

ProfileNo contact yet

Michael Bohannon

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jacksonville, FL

ProfileNo contact yet

Douglas Harp

Financial Advisor

FIRST COMMAND ADVISORY SERVICES

Jacksonville Beach, FL

ProfileNo contact yet

Joshua Merritt

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jacksonville, FL

ProfileNo contact yet

Shellie Floyd

Financial Advisor

Cambridge Investment Research, Inc.

Jacksonville, FL

ProfileNo contact yet
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