Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Coral Springs, FL
Every SEC-registered financial advisor at a firm office in Coral Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
19 CFP professionals work in Coral Springs; the most are at LPL Financial LLC (3). 12 are also registered broker representatives.
CFP advisors in Coral Springs, A to Z
Every advisor in Coral Springs →- Jordan F. BarlettaKasmat Risk Management, LLC. · Certified Financial Planner
- Gabriel BustamanteLPL Financial LLC · Certified Financial Planner
- Andrew L. FriedmanMorgan Stanley · Certified Financial Planner
- Daniel B. GoldbergPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard E. GoldbergPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Hayes P. GriffinCetera Investment Advisers LLC · Certified Financial Planner
- David F. HernandezWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brian A. HornOsaic Wealth, Inc. · Certified Financial Planner
- Daniel T. Jankelunas Jr.Client First Financial Advisors, LLC · Certified Financial Planner
- Jubin KeyvanProfitable Financial Strategies · Certified Financial Planner
- Theodore J. Kowalchuk Jr.Valmark Advisers, Inc. · Certified Financial Planner
- Mark N. LevinLPL Financial LLC · Certified Financial Planner
- Kristof S. LewickiKris Lewicki & Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Travis M. LewickiKris Lewicki & Associates, LLC · Certified Financial Planner
- William R. Long IIIOsaic Wealth, Inc. · Certified Financial Planner
- Beverly B. ProvostFr Financial Advisors LLC · Certified Financial Planner
- George T. TemelLPL Financial LLC · Certified Financial Planner
- Christian E. UrbinaProsperitus Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Paul M. ZochProsperitus Wealth Advisors · Certified Financial Planner
Firms with the most CFP professionals in Coral Springs
LPL Financial LLC 3Kris Lewicki & Associates, LLC 2Osaic Wealth, Inc. 2Principal Securities, Inc. 2Prosperitus Wealth Advisors 2Cetera Investment Advisers LLC 1Client First Financial Advisors, LLC 1Fr Financial Advisors LLC 1Global Retirement Partners LLC 1Kasmat Risk Management, LLC. 1Morgan Stanley 1Osaic Advisory Services, LLC 1Profitable Financial Strategies 1Valmark Advisers, Inc. 1Wells Fargo Clearing Services, 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 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Coral Springs, FL?
19 SEC-registered investment adviser representatives at firm offices in Coral Springs, Florida list the CFP designation; LPL Financial LLC employs the most of them (3).
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 Coral 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.