Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Mary, FL
Every SEC-registered financial advisor at a firm office in Lake Mary who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Lake Mary; the most are at Raymond James Financial Services Advisors, Inc. (3). 10 are also registered broker representatives.
CFP advisors in Lake Mary, A to Z
Every advisor in Lake Mary →- Jesse R. AndersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marisa A. BradburySigma Investment Counselors · Certified Financial Planner, Chartered Financial Analyst
- Alejandro CarrasquelRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jennifer M. FergusonSymphony Financial Team · Certified Financial Planner
- Matthew J. FinleySavvy · Certified Financial Planner
- Richard W. Gailey Jr.The Strategic Financial Alliance, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher B. HaysleyHaysley Financial Services, Inc. · Certified Financial Planner
- Chad M. HunterQtr Family Wealth, LLC · Certified Financial Planner
- George P. JacksonJackson Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Audrey W. JonesFinancial Life Designs LLC · Certified Financial Planner
- Madhavi Kotturu365sundays Wealth LLC · Certified Financial Planner
- Scott D. MartinIndependent Financial Partners · Certified Financial Planner
- Christopher P. McKelveyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew P. MurphyCommonwealth Financial Network · Certified Financial Planner
- John D. RiggsBluestar Wealth Management · Certified Financial Planner
- David J. RivasEdward Jones · Certified Financial Planner
- Glenn S. RodriguezCyndeo Wealth Partners · Certified Financial Planner
- Lawrence M. RutledgePark Avenue Securities LLC · Certified Financial Planner
- Gustavo C. Sanchez NazarioZafiro · Certified Financial Planner
- Sandra A. StickneyCollaborative Wealth · Certified Financial Planner
- Brenton ThaiCollaborative Wealth · Certified Financial Planner
- Bert P. WardCapacuity LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lake Mary
Raymond James Financial Services Advisors, Inc. 3Collaborative Wealth 2365sundays Wealth LLC 1Bluestar Wealth Management 1Capacuity LLC 1Commonwealth Financial Network 1Cwm, LLC 1Cyndeo Wealth Partners 1Edward Jones 1Financial Life Designs LLC 1Haysley Financial Services, Inc. 1Independent Financial Partners 1Jackson Wealth Management, LLC 1Park Avenue Securities LLC 1Qtr Family Wealth, 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 Lake Mary, FL?
22 SEC-registered investment adviser representatives at firm offices in Lake Mary, Florida list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Lake Mary?
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.