Primerica Advisors
32yrs
Top advisor by experience in Margate
Financial advisors in Margate, FL
Looking for a financial advisor in Margate, FL? We list 15 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
15Advisors with offices here
10Median years of experience
7%At fee-only firms
7Firms represented
Largest firms here: Primerica Advisors (6), LPL Financial (2), State Farm Investment Management (2).
Nearby: Coconut Creek, Pompano Beach, Coral Springs, Plantation, Fort Lauderdale, Deerfield Beach, Boca Raton, Dania.
LPL Financial
29yrs
Top 13% by experience in Margate
RBC Capital Markets
28yrs
Top 20% by experience in Margate
LPL Financial
28yrs
Top 20% by experience nationwide
Primerica Advisors
21yrs
More experience than 67% of advisors in Margate
Merrill
19yrs
More experience than 63% of advisors at Merrill
Advanced Math Investing
14yrs
More experience than 53% of advisors in Margate
Primerica Advisors
10yrs
10 years in the industry
Strategic Advisers
7yrs
7 years in the industry
Strategic Advisers
7yrs
7 years in the industry
Primerica Advisors
6yrs
6 years in the industry
Primerica Advisors
4yrs
4 years in the industry
State Farm Investment Management
4yrs
4 years in the industry
Primerica Advisors
3yrs
3 years in the industry
State Farm Investment Management
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.