Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fort Lauderdale, FL
Every SEC-registered financial advisor at a firm office in Fort Lauderdale who lists the Certified Financial Planner designation, A to Z.
The short answer
63 CFP professionals work in Fort Lauderdale; the most are at Morgan Stanley (7). 43 are also registered broker representatives.
CFP advisors in Fort Lauderdale, A to Z
Every advisor in Fort Lauderdale →- Brianna T. AvilesPalisades Hudson Asset Management, L.P. · Certified Financial Planner
- Raul J. BenitezAragon Capital LLC · Certified Financial Planner
- Jason BourgoSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Michael R. BrinTruist Advisory Services, Inc. · Certified Financial Planner
- Michael B. CalcoExodus Wealth, LLC · Certified Financial Planner
- Brian CampanileGlobal Wealth Management Investment Advisory, Inc. · Certified Financial Planner
- Chase T. ChytrausCharles Schwab & Co., Inc. · Certified Financial Planner
- Jason B. CoopersmithValmark Advisers, Inc. · Certified Financial Planner
- William C. Dahm IIIProvenance Wealth Advisors · Certified Financial Planner
- Jennifer C. DalyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew J. DernisCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John C. DewittLakeshore Advisors · Certified Financial Planner
- Larry M. ElkinPalisades Hudson Asset Management, L.P. · Certified Financial Planner
- Stephen R. FacellaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Arthur G. FarenTruist Advisory Services, Inc. · Certified Financial Planner, Personal Financial Specialist
- John E. FlynnWells Fargo Clearing Services, LLC · Certified Financial Planner
- John P. ForemanMorgan Stanley · Certified Financial Planner
- Andrea J. FreimanMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Joel N. GorenTruist Advisory Services, Inc. · Certified Financial Planner
- Kevin J. GrayLPL Financial LLC · Certified Financial Planner
- Noah B. HankinFoundry Financial LLC · Certified Financial Planner
- James E. Holloway Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew A. HorowitzHorowitz & Company, Inc. · Certified Financial Planner
- Emma R. JonesMercer Global Advisors Inc. · Certified Financial Planner
- Nathan P. KeeneyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Melinda C. KiblerPalisades Hudson Asset Management, L.P. · Certified Financial Planner
- Gregg KleinmanGlobal Wealth Management Investment Advisory, Inc. · Certified Financial Planner
- Brian S. KrauthamerMorgan Stanley · Certified Financial Planner
- Melanie G. LeahySound Income Strategies, LLC · Certified Financial Planner
- Brian P. MahoneyMorgan Stanley · Certified Financial Planner
- Jacob B. MarrsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark W. McBeeMorgan Stanley · Certified Financial Planner
- Kevin R. McKinnonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Luke MelmsNewedge Advisors · Certified Financial Planner
- Araya MesfinMorgan Stanley · Certified Financial Planner
- Zachary MignaccaEdward Jones · Certified Financial Planner
- Gregory D. MilewskiSound Income Strategies, LLC · Certified Financial Planner
- Todd A. MollProvenance Wealth Advisors · Certified Financial Planner
- Brent J. MowinskiLPL Financial LLC · Certified Financial Planner
- Jason R. OestreicherOsaic Wealth, Inc. · Certified Financial Planner
- Jack D. OujoCetera Investment Advisers LLC · Certified Financial Planner
- John A. PiotrowskiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Raymond W. Powell Sr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ran RegevOsaic Wealth, Inc. · Certified Financial Planner
- Suzannah L. RichardsEagle Strategies LLC · Certified Financial Planner
- Victoria M. RickerDaymark Wealth Partners, LLC · Certified Financial Planner
- Seth N. RippleRockefeller Capital Management · Certified Financial Planner
- Alexis E. RodriguezIndependent Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Dan C. Roehm Jr.Csenge Advisory Group, LLC · Certified Financial Planner
- Gregory H. RothMorgan Stanley · Certified Financial Planner
- Betty T. SchultzeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott J. SeidlChapin, Davis · Certified Financial Planner
- Noah J. SolomonMorgan Stanley · Certified Financial Planner
- Troy F. SterbaLPL Financial LLC · Certified Financial Planner
- Martha SwainProvenance Wealth Advisors · Certified Financial Planner
- Brian A. TrechokWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeremy D. TylerExodus Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Agnieszka ValentaSound Income Strategies, LLC · Certified Financial Planner
- Philip M. VerdeTruist Advisory Services, Inc. · Certified Financial Planner
- Jeremy VocciaRaymond James & Associates, Inc. · Certified Financial Planner
- Thomas E. WalshPalisades Hudson Asset Management, L.P. · Certified Financial Planner
- Deborah F. WigginWiggin Financial Services · Certified Financial Planner
- Delia L. WrightCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Fort Lauderdale
Morgan Stanley 7Wells Fargo Clearing Services, LLC 6Palisades Hudson Asset Management, L.P. 4Truist Advisory Services, Inc. 4Cambridge Investment Research Advisors, Inc. 3LPL Financial LLC 3Provenance Wealth Advisors 3Sound Income Strategies, LLC 3Cetera Investment Advisers LLC 2Exodus Wealth, LLC 2Global Wealth Management Investment Advisory, Inc. 2Osaic Wealth, Inc. 2Aragon Capital LLC 1Beacon Pointe Advisors, LLC 1Chapin, Davis 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 Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Fort Lauderdale, FL?
63 SEC-registered investment adviser representatives at firm offices in Fort Lauderdale, Florida list the CFP designation; Morgan Stanley employs the most of them (7).
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 Fort Lauderdale?
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.