Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fort Myers, FL
Every SEC-registered financial advisor at a firm office in Fort Myers who lists the Certified Financial Planner designation, A to Z.
52 CFP professionals work in Fort Myers; the most are at Wells Fargo Advisors Financial Network, LLC (8). 39 are also registered broker representatives.
CFP advisors in Fort Myers, A to Z
Every advisor in Fort Myers →- Todd P. AdamsLPL Financial LLC · Certified Financial Planner
- Trenton R. BakerMorgan Stanley · Certified Financial Planner
- Edward Bell IIILPL Financial LLC · Certified Financial Planner
- Zachary J. BockStrategic Advisers LLC · Certified Financial Planner
- David A. BoliverWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Els BunkensEdward Jones · Certified Financial Planner
- Christian E. Burke Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Shane A. CarrierUhler Vertich White Advisors · Certified Financial Planner
- Nicholas ChlumskyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Scott DemaraisAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Warren C. DenardoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Frank P. DurandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nicole M. EirichUhler Vertich White Advisors · Certified Financial Planner
- Elliott A. EllisOsaic Wealth, Inc. · Certified Financial Planner
- Gregory EspositoSummit Financial, LLC · Certified Financial Planner
- Arnold R. Gillard Jr.Marquis Wealth Management Group · Certified Financial Planner
- Erik G. HebenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marcus C. HendersonMarquis Wealth Management Group · Certified Financial Planner
- Derek J. HoweRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel J. HyndenUBS Financial Services Inc. · Certified Financial Planner
- Bradley C. JensonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kevin P. JordanMacke Financial Advisory Group · Certified Financial Planner
- Daniel C. KingLPL Financial LLC · Certified Financial Planner
- Shawn D. KinneyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Cary R. KleinfieldRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Richard A. Kula Jr.Hightower Advisors, LLC · Certified Financial Planner
- Chad D. LeatherwoodSummit Wealth Partners, LLC · Certified Financial Planner
- Betty R. LewisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James P. LillieMorgan Stanley · Certified Financial Planner
- Caleb A. LowmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Todd C. MackeMacke Financial Advisory Group · Certified Financial Planner
- Eric M. MarvinM&M Wealth Management, LLC · Certified Financial Planner
- Kurt MaurilloWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Terrence M. McMahonMorgan Stanley · Certified Financial Planner
- Guiseppi J. MorabitoM&M Wealth Management, LLC · Certified Financial Planner
- Heather R. NidetchAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian P. O'ConnellMarquis Wealth Management Group · Certified Financial Planner
- David E. ParkerLPL Financial LLC · Certified Financial Planner
- Brian PlackeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brian C. ReznyRezny Wealth Management, Inc. · Certified Financial Planner
- Adam L. SchwartzMgfs Private Wealth, LLC · Certified Financial Planner
- Chelsea L. ScomakCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Bryan E. SmithNaples Wealth Advisors, LLC · Certified Financial Planner
- Kara M. ThornRaymond James & Associates, Inc. · Certified Financial Planner
- Alfred M. TounjianAdvantage Wealth Partners · Certified Financial Planner
- Damian M. VarelaCetera Investment Advisers LLC · Certified Financial Planner
- James C. VertichUhler Vertich White Advisors · Certified Financial Planner
- Matthew F. WelbornStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Anthony S. WhiteUhler Vertich White Advisors · Certified Financial Planner
- Trevor R. WhitleyMarquis Wealth Management Group · Certified Financial Planner, Chartered Financial Analyst
- Nadine C. WilkesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas A. WychockiOsaic Institutions, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Fort Myers
Wells Fargo Advisors Financial Network, LLC 8Raymond James Financial Services Advisors, Inc. 6LPL Financial LLC 4Marquis Wealth Management Group 4Uhler Vertich White Advisors 4Morgan Stanley 3Ameriprise Financial Services, LLC 2M&M Wealth Management, LLC 2Macke Financial Advisory Group 2Stifel, Nicolaus & Company, Incorporated 2Advantage Wealth Partners 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1Hightower Advisors, 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 63Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Fort Myers, FL?
52 SEC-registered investment adviser representatives at firm offices in Fort Myers, Florida list the CFP designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (8).
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 Myers?
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.