94 Financial Advisors in North Bethesda, MD

Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in North Bethesda, MD. Whether you are seeking help with financial planning, retirement planning, investment management, tax planning, or another area, Wealthminder can help you to find and connect with the right financial advisor for you. Use the filters below to search for financial advisors by location, compensation method, or financial industry designation. When you find an advisor with whom you would like to speak, click the blue contact button to connect with them.

Showing 1 - 9 of 94 top financial advisors.

Zachary Howland

CRD#: 5972682

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Zachary Howland (CRD# 5972682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 5 years of experience in the finance industry.

Brian S. Ewers

CRD#: 3109962

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Brian Ewers (CRD# 3109962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 17 years of experience in the finance industry. Brian Ewers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Alexis N. Martinez

CRD#: 5169028

Edward Jones

North Bethesda, MD 20852

Alexis Martinez (CRD# 5169028) is an Investment Advisor Representative working at Edward Jones in North Bethesda, MD and has over 13 years of experience in the finance industry. Alexis Martinez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Adam Band

CRD#: 5644486

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Adam Band (CRD# 5644486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 10 years of experience in the finance industry.

Scott M. Berman

CRD#: 3190448

Coliseum Wealth Management, LLC

Rockville, MD 20850

Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Coliseum Wealth Management, LLC in Rockville, MD and has over 20 years of experience in the finance industry.

Matthew E. Bosley

CRD#: 5140846

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Matthew Bosley (CRD# 5140846) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 13 years of experience in the finance industry.

Timothy J. Calabrese

CRD#: 1768853

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Timothy Calabrese (CRD# 1768853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 30 years of experience in the finance industry.

Stacee B. Crittenden

CRD#: 4036065

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Stacee Crittenden (CRD# 4036065) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 19 years of experience in the finance industry.

Craig A. Dell

CRD#: 5191383

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD 20852

Craig Dell (CRD# 5191383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 13 years of experience in the finance industry.

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There are 91 licensed financial advisors in North Bethesda, MD with an average of 15 years industry experience. Of these, 0 hold the Chartered Financial Analyst (CFA) designation, and 6 hold the Certified Financial Planner (CFP) designation.

There are 3 financial advisor firms headquartered in North Bethesda, MD with approximately 0 million in assets under management.

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A chart displaying advisor experience in years.

Firm

Total Assets Under Management

Creative Portfolios, LLC

Vesta Investment Advisors, LLC

Hamilton Hall Real Estate Partners, LLC

Firm

Total Advisors

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Td Ameritrade, Inc.

Woodbury Financial Services, Inc.

Edward Jones

Glassman Wealth Services, LLC

Before you hire a financial advisor

Some things to think about when hiring a financial advisor in North Bethesda, MD

When do you need to hire a financial advisor in North Bethesda, MD ?

There are no legal requirements in North Bethesda requiring individuals to use a financial advisor. However, that doesn't mean it isn't a good idea. The decision to hire a financial advisor or not ultimately comes down to three primary criteria: expertise, time and money.

Managing all aspects of your finances is far from simple. Top financial advisors spend years studying and passing exams to become experts at their craft, and while not required, be on the look-out for certain designations like CFP, CFA and ChFC when considering advisors. They let you know that an independent authority has validated the advisor's expertise in the areas covered by the certification.

Managing your finances is time-consuming. You should consider carefully whether this is where you want to spend your free time. If not, Wealthminder can help you easily find a North Bethesda, MD financial advisor to meet your needs.

Hiring a financial advisor is not free. However, a great financial advisor should be able to articulate the value you will receive from their services and should over the long run pay for their fees many times over. Spend some time thinking about the long-term cost of not hiring an advisor instead of only looking at the short-term costs / fees.

How important is licensing for financial advisors in Maryland ?

Financial advisors in North Bethesda, MD are required to register with the SEC, the state or both. Wealthminder's directory only contains advisors who are properly registered as Independent Advisor Representatives (IARs) and this information is updated on a periodic basis.

The rules for becoming an IAR vary by state, but advisors have to pass some combination of the following 3 exams before they can register: Series 63, Series 65 and Series 66.

Never hire an advisor who isn't properly registered with the regulators as they are not legally allowed to provide financial advice.

Wealthminder also keeps track of complaints people register with the regulators and you can find this information on every advisor's page.

You should get several bids before hiring a financial advisor

Before hiring a North Bethesda, MD financial advisor, be sure to get at least 3 detailed proposals. Quality financial advisors will take the time to explain their proposal, detailing both what they will do for you and how you will be charged. Be wary of an abnormally low proposal, they are not worth the risk. These underpriced proposals often come with hidden fees or sub-par advice. Choose an advisor you trust and can clearly communicate with. Wealthminder has made the proposal process extremely simple (and free). Just click here to get started.

Why you should hire an advisor through Wealthminder?

Wealthminder is here to make the process simple and transparent for you. You take a few minutes of your time to describe what you want help with. We then pass your request on to the advisors in our network. If they are interested in your business, they will respond with an initial proposal. You then compare the proposals, ask follow-up questions, hold an initial consultation with the advisors whose proposals you like and ultimately hire the one that best meets your needs.

To participate in the proposal process, advisors must be legal fiduciaries (this means they have to look out for your best interest), agree to submit fee-only proposals (no kick-backs on the investment products they recommend) with the exception of insurance (because insurance can currently only be sold on commission) and have no black-marks with the regulators.

Financial recourse when hiring an advisor in Maryland

Maryland does offer recourse to investors if a relationship with an advisor goes wrong. Each state has a different means for filing a complaint and a simple google search should point you in the right direction.

In addition, you can also file a complaint with the SEC or FINRA.