Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bradenton, FL
Every SEC-registered financial advisor at a firm office in Bradenton who lists the Certified Financial Planner designation, A to Z.
42 CFP professionals work in Bradenton; the most are at Edward Jones (12). 31 are also registered broker representatives.
CFP advisors in Bradenton, A to Z
Every advisor in Bradenton →- Peri A. AptakerBaldwin Wealth Partners, LLC · Certified Financial Planner, Personal Financial Specialist
- Logan H. BealEdward Jones · Certified Financial Planner
- John W. BoothEdward Jones · Certified Financial Planner
- Karissa S. CampbellCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- William CarambelasAlpha Omega Financial · Certified Financial Planner, Chartered Financial Consultant
- Daniel R. ChappiePeninsula Asset Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Patricia A. ChevalierLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael K. ConwayCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan J. Di RicoAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua GarfinStrategic Advisers LLC · Certified Financial Planner
- Andrew M. GipsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Elwood F. Gross IIIEdward Jones · Certified Financial Planner
- Brian M. HensleyStrategic Advisers LLC · Certified Financial Planner
- Virginia A. HoffmanErnst & Young Investment Advisers LLP · Certified Financial Planner
- Jay T. HoffmeisterAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- John E. HornbergerEdward Jones · Certified Financial Planner
- Gary W. KellerIndependent Financial Group, LLC · Certified Financial Planner
- Paul J. KoepferSummit Financial Advisors · Certified Financial Planner
- Jeffrey D. LashwayWells Fargo Clearing Services, LLC · Certified Financial Planner
- Tod LebedaJ.P. Morgan Securities LLC · Certified Financial Planner
- Andrew C. Lerda-PlogPinnacle Advisors · Certified Financial Planner
- Adham MakkiFifth Third Securities, Inc. · Certified Financial Planner
- William MarshWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Katie L. McPartlandWells Fargo Clearing Services, LLC · Certified Financial Planner
- Randle M. McSwainEdward Jones · Certified Financial Planner
- C G. MooreMoore Financial Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James F. Morrison IIIEdward Jones · Certified Financial Planner
- Daniel P. MurphySummit Financial, LLC · Certified Financial Planner
- Joseph A. PalletLPL Financial LLC · Certified Financial Planner
- Chris F. ParkerParker Financial Planning, LLC. · Certified Financial Planner
- Jonathan G. RisslerEdward Jones · Certified Financial Planner
- Edward J. Semmerling IVEdward Jones · Certified Financial Planner
- Jesse L. ShawCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Corey D. SherkEdward Jones · Certified Financial Planner
- Gardner SherrillCommonwealth Financial Network · Certified Financial Planner
- Gregory M. StahlLPL Financial LLC · Certified Financial Planner
- Brittany H. StewartEdward Jones · Certified Financial Planner
- John B. Tucker IIIEdward Jones · Certified Financial Planner
- Isaac J. ValleyEdward Jones · Certified Financial Planner
- Jessica M. WeissPlancorp, LLC · Certified Financial Planner
- Eric A. WilliamsRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan M. YoungSynovus Securities, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Bradenton
Edward Jones 12Ameriprise Financial Services, LLC 2Cambridge Investment Research Advisors, Inc. 2LPL Financial LLC 2Strategic Advisers LLC 2Wells Fargo Clearing Services, LLC 2Alpha Omega Financial 1Baldwin Wealth Partners, LLC 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Ernst & Young Investment Advisers LLP 1Fifth Third Securities, Inc. 1Independent Financial Group, LLC 1J.P. Morgan Securities LLC 1LPL Enterprise, LLC 1
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Miami 118Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Bradenton, FL?
42 SEC-registered investment adviser representatives at firm offices in Bradenton, Florida list the CFP designation; Edward Jones employs the most of them (12).
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 Bradenton?
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.