Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lakeland, FL
Every SEC-registered financial advisor at a firm office in Lakeland who lists the Certified Financial Planner designation, A to Z.
32 CFP professionals work in Lakeland; the most are at LPL Financial LLC (7). 20 are also registered broker representatives.
CFP advisors in Lakeland, A to Z
Every advisor in Lakeland →- Keith E. AlbrittonLPL Financial LLC · Certified Financial Planner
- Mark AlfordJ.P. Morgan Securities LLC · Certified Financial Planner
- Matthew J. AntosLPL Financial LLC · Certified Financial Planner
- Nolen B. BaileyCps Investment Advisors · Certified Financial Planner
- Richard D. BernardCps Investment Advisors · Certified Financial Planner
- Christopher L. ChaffinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John M. ChristianJames I. Black & Company · Certified Financial Planner
- Anthony M. CorraoCps Investment Advisors · Certified Financial Planner
- Nathan H. DunhamCore Wealth Advisors, Inc. · Certified Financial Planner
- William R. DyerTruist Advisory Services, Inc. · Certified Financial Planner
- Kurt F. ElmhorstLPL Financial LLC · Certified Financial Planner
- Patrick E. GauthierCps Investment Advisors · Certified Financial Planner
- Benjamin P. GreenmanCore Wealth Advisors, Inc. · Certified Financial Planner
- John M. HallTruist Advisory Services, Inc. · Certified Financial Planner
- Isaac B. HartmannLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Billy D. Henley Jr.Henley Advisors, LLC · Certified Financial Planner
- Dana B. HurleyLPL Financial LLC · Certified Financial Planner
- Chad M. JonesLPL Financial LLC · Certified Financial Planner
- Laura V. LearEdward Jones · Certified Financial Planner
- Katherine B. McKinleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Hunter P. McTaggartLPL Financial LLC · Certified Financial Planner
- Richard B. MeadowsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lawrence P. MilfordHolistic Finance LLC · Certified Financial Planner, Chartered Financial Analyst
- Marcus P. MillerMainstay Capital · Certified Financial Planner
- Paul D. MorgisVicus Capital, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Derek M. OxfordCps Investment Advisors · Certified Financial Planner
- Scott L. Peterich IIStrategic Advisers LLC · Certified Financial Planner
- Michael J. PlunkettEdward Jones · Certified Financial Planner
- Michael A. RiskinCps Investment Advisors · Certified Financial Planner
- Mark A. RothmanMML Investors Services, LLC · Certified Financial Planner
- Hosler L. Wall IIIWaverly Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Jeffery M. WallaceAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lakeland
LPL Financial LLC 7Cps Investment Advisors 6Ameriprise Financial Services, LLC 2Core Wealth Advisors, Inc. 2Edward Jones 2Truist Advisory Services, Inc. 2Henley Advisors, LLC 1Holistic Finance LLC 1J.P. Morgan Securities LLC 1James I. Black & Company 1MML Investors Services, LLC 1Mainstay Capital 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1Vicus Capital, 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 34Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Lakeland, FL?
32 SEC-registered investment adviser representatives at firm offices in Lakeland, Florida list the CFP designation; LPL Financial LLC employs the most of them (7).
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 Lakeland?
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.