Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lady Lake, FL

Every SEC-registered financial advisor at a firm office in Lady Lake who lists the Certified Financial Planner designation, A to Z.

7 CFP professionals work in Lady Lake; the most are at Royal Fund Management, LLC (4). 3 are also registered broker representatives.

CFP advisors in Lady Lake, A to Z

Every advisor in Lady Lake →

Briley D. BacaRoyal Fund Management, LLC · Certified Financial Planner
Daniel L. BonderOsaic Advisory Services, LLC · Certified Financial Planner
Bryan K. DalyRoyal Fund Management, LLC · Certified Financial Planner
Richard G. EasterbrookRoyal Fund Management, LLC · Certified Financial Planner
Brian J. HentzLPL Financial LLC · Certified Financial Planner
John R. ResslerSimplicity Wealth · Certified Financial Planner, Chartered Financial Consultant
Robin M. SlaughterRoyal Fund Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in Lady Lake

Royal Fund Management, LLC 4 LPL Financial LLC 1 Osaic Advisory Services, LLC 1 Simplicity Wealth 1

CFP advisors in other Florida cities

All of Florida →

Tampa 351 Boca Raton 179 Orlando 175 Palm Beach Gardens 163 Sarasota 161 Naples 155 Jacksonville 137 Miami 118 Coral Gables 96 St. Petersburg 88 West Palm Beach 81 Clearwater 79 Winter Park 79 Fort Lauderdale 63 Fort Myers 52 Melbourne 48 Ponte Vedra Beach 45 Bradenton 42 Jupiter 38 Tallahassee 36 Lakewood Ranch 35 Plantation 35 Stuart 34 Lakeland 32

Questions

How many CFP financial advisors are in Lady Lake, FL?

7 SEC-registered investment adviser representatives at firm offices in Lady Lake, Florida list the CFP designation; Royal Fund Management, LLC employs the most of them (4).

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 Lady Lake?

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.