Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dunedin, FL
Every SEC-registered financial advisor at a firm office in Dunedin who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Dunedin; the most are at Client 1st Advisory Group (4). 4 are also registered broker representatives.
CFP advisors in Dunedin, A to Z
Every advisor in Dunedin →- Mark A. CibulasRaymond James & Associates, Inc. · Certified Financial Planner
- Eric D. CoynerCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- James P. DonoghueAmeriprise Financial Services, LLC · Certified Financial Planner
- Allison S. DotyCapsouth Wealth Management · Certified Financial Planner
- Michelle L. MabryClient 1st Advisory Group · Certified Financial Planner
- Morgan E. MabryClient 1st Advisory Group · Certified Financial Planner
- Jamie R. MasonClient 1st Advisory Group · Certified Financial Planner
- Donna D. MorrallClear Waters Financial Network LLC · Certified Financial Planner
- Peter V. NguyenT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Craig S. PhillipsClient 1st Advisory Group · Certified Financial Planner
Firms with the most CFP professionals in Dunedin
Client 1st Advisory Group 4Ameriprise Financial Services, LLC 1Capsouth Wealth Management 1Charles Schwab & Co., Inc. 1Clear Waters Financial Network LLC 1Raymond James & Associates, Inc. 1T. Rowe Price Advisory Services, 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 Dunedin, FL?
10 SEC-registered investment adviser representatives at firm offices in Dunedin, Florida list the CFP designation; Client 1st Advisory Group 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 Dunedin?
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.