Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fernandina Beach, FL
Every SEC-registered financial advisor at a firm office in Fernandina Beach who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Fernandina Beach; the most are at Edward Jones (3). 7 are also registered broker representatives.
CFP advisors in Fernandina Beach, A to Z
Every advisor in Fernandina Beach →- Louise F. AlbertKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kim R. BoylanEdward Jones · Certified Financial Planner
- Michael J. BrigliaCompass Ion Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Hillory P. Burkett Jr.Equity Services, Inc. · Certified Financial Planner
- Brian E. GriffithOsaic Wealth, Inc. · Certified Financial Planner
- Brian P. HenningEdward Jones · Certified Financial Planner
- Malea A. HornbackBouvel Investment Partners, LLC · Certified Financial Planner
- John S. NeffPortfolio Medics, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew NewtonEdward Jones · Certified Financial Planner
- James L. Quigley Jr.Cwm, LLC · Certified Financial Planner
- Jason M. WeybrechtCapital Client Group, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Fernandina Beach
Edward Jones 3Bouvel Investment Partners, LLC 1Capital Client Group, Inc. 1Compass Ion Advisors, LLC 1Cwm, LLC 1Equity Services, Inc. 1Kestra Advisory Services, LLC 1Osaic Wealth, Inc. 1Portfolio Medics, 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 Fernandina Beach, FL?
11 SEC-registered investment adviser representatives at firm offices in Fernandina Beach, Florida list the CFP designation; Edward Jones 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 Fernandina 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.