Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Altamonte Springs, FL
Every SEC-registered financial advisor at a firm office in Altamonte Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
21 CFP professionals work in Altamonte Springs; the most are at Certified Advisory Corp. (13). 9 are also registered broker representatives.
CFP advisors in Altamonte Springs, A to Z
Every advisor in Altamonte Springs →- Gary S. AbelyCertified Advisory Corp. · Certified Financial Planner
- James M. BassIndependent Financial Partners · Certified Financial Planner
- Aaron J. BertCertified Advisory Corp. · Certified Financial Planner
- Joseph F. BertCertified Advisory Corp. · Certified Financial Planner
- Guy H. BlakeyLPL Financial LLC · Certified Financial Planner
- Rupert C. CurryCertified Advisory Corp. · Certified Financial Planner
- Nancy I. HechtCertified Advisory Corp. · Certified Financial Planner
- Adam C. JonesCertified Advisory Corp. · Certified Financial Planner
- Grant M. KennedyCertified Advisory Corp. · Certified Financial Planner
- Dillon LittleCertified Advisory Corp. · Certified Financial Planner
- Edick A. LucasCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew S. McGaheySteadfast Financial Services · Certified Financial Planner, Chartered Financial Consultant
- Rodney L. OwnbyCertified Advisory Corp. · Certified Financial Planner
- Anthony J. RossettiHeritage Advisors Group, Inc. · Certified Financial Planner
- Justin R. SpitlerCertified Advisory Corp. · Certified Financial Planner
- Harry StadelmayerCertified Advisory Corp. · Certified Financial Planner
- Christopher H. ToadvineCertified Advisory Corp. · Certified Financial Planner
- Todd J. ToccoCertified Advisory Corp. · Certified Financial Planner
- Michael P. WicksSynergy Investment Management LLC · Certified Financial Planner
- Jonathan C. WinslowCreative Planning · Certified Financial Planner
- Brian R. WiseLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Altamonte Springs
Certified Advisory Corp. 13LPL Financial LLC 2Cetera Investment Advisers LLC 1Creative Planning 1Heritage Advisors Group, Inc. 1Independent Financial Partners 1Steadfast Financial Services 1Synergy Investment Management LLC 1
CFP advisors in other Florida cities
All of Florida →Tampa 339Boca Raton 186Palm Beach Gardens 170Orlando 167Sarasota 151Naples 145Jacksonville 132Miami 117Coral Gables 98St. Petersburg 88Clearwater 84West Palm Beach 77Winter Park 74Fort Lauderdale 65Fort Myers 47Melbourne 47Ponte Vedra Beach 46Bradenton 38Tallahassee 37Jupiter 35Lakewood Ranch 35Lakeland 33Stuart 33Plantation 32
Questions
How many CFP financial advisors are in Altamonte Springs, FL?
21 SEC-registered investment adviser representatives at firm offices in Altamonte Springs, Florida list the CFP designation; Certified Advisory Corp. employs the most of them (13).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Altamonte Springs?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.