Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ft. Lauderdale, FL
Every SEC-registered financial advisor at a firm office in Ft. Lauderdale who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Ft. Lauderdale; the most are at Kovack Advisors, Inc. (19). 28 are also registered broker representatives.
CFP advisors in Ft. Lauderdale, A to Z
Every advisor in Ft. Lauderdale →- Mark J. BaniewiczCorient · Certified Financial Planner
- Luana M. CorralAssociated Investor Services, Inc. · Certified Financial Planner
- James M. CroftStrategic Advisers LLC · Certified Financial Planner
- Kazuyo DeguchiKovack Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Anthony E. DelucaKovack Advisors, Inc. · Certified Financial Planner
- Victor A. DibattistaKovack Advisors, Inc. · Certified Financial Planner
- Nicola DipaoloKovack Advisors, Inc. · Certified Financial Planner
- Maile S. FosterKovack Advisors, Inc. · Certified Financial Planner
- Scott E. FurbeeKovack Advisors, Inc. · Certified Financial Planner
- Ramon A. GonzalezKovack Advisors, Inc. · Certified Financial Planner
- Justin GromleyUBS Financial Services Inc. · Certified Financial Planner
- Darrin R. HalseyKovack Advisors, Inc. · Certified Financial Planner
- John M. HerouxKovack Advisors, Inc. · Certified Financial Planner
- Justin HorneStrategic Advisers LLC · Certified Financial Planner
- Timothy J. HummelKovack Advisors, Inc. · Certified Financial Planner
- Megan A. MacgowanUBS Financial Services Inc. · Certified Financial Planner
- Andres A. MorgadoKovack Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Jose J. NievesKovack Advisors, Inc. · Certified Financial Planner
- James C. PerezUBS Financial Services Inc. · Certified Financial Planner
- Philip N. PiedtKovack Advisors, Inc. · Certified Financial Planner
- Andres J. PimentelKovack Advisors, Inc. · Certified Financial Planner
- Angelo RannazzisiStrategic Advisers LLC · Certified Financial Planner
- Jeffrey J. RockefellerKovack Advisors, Inc. · Certified Financial Planner
- William SeagoFifth Third Securities, Inc. · Certified Financial Planner
- Tyler P. SmillieJ.P. Morgan Securities LLC · Certified Financial Planner
- Bradley R. TeetsKovack Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Brent R. TurnerKovack Advisors, Inc. · Certified Financial Planner
- Ryan P. VandenbergStrategic Advisers LLC · Certified Financial Planner
- David A. WaltzKovack Advisors, Inc. · Certified Financial Planner
- Steven D. WaltzKovack Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Ft. Lauderdale
Kovack Advisors, Inc. 19Strategic Advisers LLC 4UBS Financial Services Inc. 3Associated Investor Services, Inc. 1Corient 1Fifth Third Securities, Inc. 1J.P. Morgan Securities 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 Ft. Lauderdale, FL?
30 SEC-registered investment adviser representatives at firm offices in Ft. Lauderdale, Florida list the CFP designation; Kovack Advisors, Inc. employs the most of them (19).
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 Ft. 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.