Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Worth, FL
Every SEC-registered financial advisor at a firm office in Lake Worth who lists the Certified Financial Planner designation, A to Z.
The short answer
5 CFP professionals work in Lake Worth; the most are at Raymond James Financial Services Advisors, Inc. (2). 5 are also registered broker representatives.
CFP advisors in Lake Worth, A to Z
Every advisor in Lake Worth →- Douglas J. FrevertRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Louise A. HarrisonOsaic Wealth, Inc. · Certified Financial Planner
- Jessica L. MalafronteStrategic Advisers LLC · Certified Financial Planner
- Michael J. PetrizziTruist Advisory Services, Inc. · Certified Financial Planner
- Tracy L. SilpeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Lake Worth
Raymond James Financial Services Advisors, Inc. 2Osaic Wealth, Inc. 1Strategic Advisers LLC 1Truist Advisory Services, 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 Lake Worth, FL?
5 SEC-registered investment adviser representatives at firm offices in Lake Worth, Florida list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (2).
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 Worth?
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.