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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Daytona Beach, FL

Every SEC-registered financial advisor at a firm office in Daytona Beach who lists the Certified Financial Planner designation, A to Z.

The short answer

23 CFP professionals work in Daytona Beach; the most are at Stifel, Nicolaus & Company, Incorporated (4). 14 are also registered broker representatives.

CFP advisors in Daytona Beach, A to Z

Every advisor in Daytona Beach →
  • Amanda K. BlocksomNewedge Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Tara L. BobelakKeyes, Stange & Wooten Wealth Management, LLC · Certified Financial Planner
  • Elmer R. BranchPrime Capital Financial · Certified Financial Planner, Chartered Financial Consultant
  • James F. BuckleyBuckley Financial Group · Certified Financial Planner
  • Louis J. ColomboEdward Jones · Certified Financial Planner
  • Galin W. CristAmeriprise Financial Services, LLC · Certified Financial Planner
  • Jeremiah C. CroninKeyes, Stange & Wooten Wealth Management, LLC · Certified Financial Planner
  • Robert H. DarrowStrive Retirement Group · Certified Financial Planner
  • Robert A. DevereuxWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Michael FurmanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Milla GudukasBankers Life Advisory Services, Inc. · Certified Financial Planner
  • William T. HusteadWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Michael T. KoenigFirstrust · Certified Financial Planner
  • Shane E. LarsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony V. LupoliAvl Advisory LLC · Certified Financial Planner
  • Erin W. MastersAmeriprise Financial Services, LLC · Certified Financial Planner
  • Elayne H. PisarikFirstrust · Certified Financial Planner, Chartered Financial Consultant
  • Daniel L. PutmanLPL Financial LLC · Certified Financial Planner
  • David S. RemeyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Brian A. SirotaFirstrust · Certified Financial Planner, Chartered Financial Consultant
  • Stanley F. StockhammerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Hannah J. Van NewkirkStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
  • Marcus A. WootenKeyes, Stange & Wooten Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Daytona Beach

Stifel, Nicolaus & Company, Incorporated 4Firstrust 3Keyes, Stange & Wooten Wealth Management, LLC 3Ameriprise Financial Services, LLC 2Wells Fargo Clearing Services, LLC 2Avl Advisory LLC 1Bankers Life Advisory Services, Inc. 1Buckley Financial Group 1Edward Jones 1LPL Financial LLC 1MML Investors Services, LLC 1Newedge Advisors 1Prime Capital Financial 1Strive Retirement Group 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 Daytona Beach, FL?

23 SEC-registered investment adviser representatives at firm offices in Daytona Beach, Florida list the CFP designation; Stifel, Nicolaus & Company, Incorporated employs the most of them (4).

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 Daytona Beach?

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.