Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Inverness, FL
Every SEC-registered financial advisor at a firm office in Inverness who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Inverness; the most are at Modera Wealth Management, LLC (3). 3 are also registered broker representatives.
CFP advisors in Inverness, A to Z
Every advisor in Inverness →- John J. CeparanoModera Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- Lisa C. Esteves-DixonRaymond James & Associates, Inc. · Certified Financial Planner
- Brian B. FitzpatrickEdward Jones · Certified Financial Planner
- Robert S. HockettModera Wealth Management, LLC · Certified Financial Planner
- Scott L. LeeEdward Jones · Certified Financial Planner
- Gregory P. WheelerModera Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Inverness
Modera Wealth Management, LLC 3Edward Jones 2Raymond James & Associates, 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 Inverness, FL?
6 SEC-registered investment adviser representatives at firm offices in Inverness, Florida list the CFP designation; Modera Wealth Management, LLC 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 Inverness?
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.