Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brandon, FL
Every SEC-registered financial advisor at a firm office in Brandon who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Brandon; the most are at LPL Financial LLC (2). 7 are also registered broker representatives.
CFP advisors in Brandon, A to Z
Every advisor in Brandon →- Tracy D. Gillette Sr.Planmember Securities Corporation · Certified Financial Planner
- William E. HeathLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- James D. HoughOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael W. LehmanLPL Financial LLC · Certified Financial Planner
- Stephen J. ScottAbacus Planning Group, Inc. · Certified Financial Planner
- Justin M. SlaterEdward Jones · Certified Financial Planner
- Robert J. StarkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Richard G. SteinbrueckThrivent Investment Management Inc. · Certified Financial Planner
Firms with the most CFP professionals in Brandon
LPL Financial LLC 2Abacus Planning Group, Inc. 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Osaic Wealth, Inc. 1Planmember Securities Corporation 1Thrivent Investment Management Inc. 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 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Brandon, FL?
8 SEC-registered investment adviser representatives at firm offices in Brandon, Florida list the CFP designation; LPL Financial LLC employs the most of them (2).
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 Brandon?
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.