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Financial Advisors in Ocean City, MD

How to choose a financial advisor in Ocean City

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.

Brian Dawson

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Ocean City, MD

ProfileNo contact yet

Dahri Jahn

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

John Arrington

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

Zachary Newton

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

Anna Newton

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ocean City, MD

ProfileNo contact yet

Timothy Lund

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

Dane Krich

Financial Advisor

ODYSSEY INVESTMENTS, CORP.

Ocean City, MD

ProfileNo contact yet

Lucas Holmes

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

William Mustin

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet

Michael Truitt

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Ocean City, MD

ProfileNo contact yet
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