Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Delray Beach, FL
Every SEC-registered financial advisor at a firm office in Delray Beach who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Delray Beach; the most are at Cetera Investment Advisers LLC (3). 15 are also registered broker representatives.
CFP advisors in Delray Beach, A to Z
Every advisor in Delray Beach →- Nicholas AgostinoCetera Investment Advisers LLC · Certified Financial Planner
- Thomas J. AltenLPL Financial LLC · Certified Financial Planner
- Alice C. BaboushkinCetera Investment Advisers LLC · Certified Financial Planner
- Richard M. BassOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Andrew R. BodnerDouble Diamond Investment Group, LLC · Certified Financial Planner
- Christina N. CapobiancoCetera Investment Advisers LLC · Certified Financial Planner
- Andrew J. ConstantinidesNeil Jesani Wealth Management · Certified Financial Planner
- Nancy CurtinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Marc E. FaulerQ3 Advisors, LLC · Certified Financial Planner
- Leo A. GotleibLPL Financial LLC · Certified Financial Planner
- Scott R. GraverNew Edge Wealth · Certified Financial Planner
- John J. MalzoneMain Street Financial Solutions, LLC · Certified Financial Planner
- Arno O. MayerFinancial Trust Asset Management Chartered · Certified Financial Planner, Chartered Financial Analyst
- Paul B. MillerIndian River Financial Group, Inc. · Certified Financial Planner
- Jeremy S. OfficeMaclendon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian T. PetersonStillpoint Wealth · Certified Financial Planner, Chartered Financial Consultant
- Cameron PurtonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kerstin E. RamstromIntegrated Advisors Network LLC · Certified Financial Planner, Chartered Financial Analyst
- Justin S. SchecknerLPL Financial LLC · Certified Financial Planner
- David T. ShoemakeCharles Schwab & Co., Inc. · Certified Financial Planner
- Charles J. SullivanFarther · Certified Financial Planner
- Peter C. WeisbergMoney Concepts Capital Corp. · Certified Financial Planner
- Randall G. WoolleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Delray Beach
Cetera Investment Advisers LLC 3LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 2Charles Schwab & Co., Inc. 1Double Diamond Investment Group, LLC 1Farther 1Financial Trust Asset Management Chartered 1Indian River Financial Group, Inc. 1Integrated Advisors Network LLC 1Maclendon Wealth Management, LLC 1Main Street Financial Solutions, LLC 1Money Concepts Capital Corp. 1Neil Jesani Wealth Management 1New Edge Wealth 1Osaic Wealth, 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 Delray Beach, FL?
23 SEC-registered investment adviser representatives at firm offices in Delray Beach, Florida list the CFP designation; Cetera Investment Advisers 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 Delray 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.