Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lakewood Ranch, FL
Every SEC-registered financial advisor at a firm office in Lakewood Ranch who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Lakewood Ranch; the most are at Edward Jones (4). 19 are also registered broker representatives.
CFP advisors in Lakewood Ranch, A to Z
Every advisor in Lakewood Ranch →- Neal S. AbravanelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Steven G. AlbrittonConcurrent Investment Advisors, LLC · Certified Financial Planner
- Jason A. AndrianoDow Family Office Advisory, LLC · Certified Financial Planner
- Regina M. BeattyOsaic Wealth, Inc. · Certified Financial Planner
- Richard CaiazzoMML Investors Services, LLC · Certified Financial Planner
- Karyn M. CravensFerguson Shapiro LLC · Certified Financial Planner
- Justin P. DaleyCetera Investment Advisers LLC · Certified Financial Planner
- Cheri A. FranklinClarity Capital Advisors, LLC · Certified Financial Planner
- Jay D. FranklinClarity Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas K. HagighLPL Financial LLC · Certified Financial Planner
- Cole A. HedgeRaymond James & Associates, Inc. · Certified Financial Planner
- Marc M. HirtleMeridian Financial Services, Inc. · Certified Financial Planner
- Keith M. JohnsonBenefit Financial Services Group · Certified Financial Planner
- Mark D. KalishConcurrent Investment Advisors, LLC · Certified Financial Planner
- Gerald LamalfaLPL Financial LLC · Certified Financial Planner
- Anne Elizabeth LaneAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher L. MossEdward Jones · Certified Financial Planner
- Patrick O'KeefeStrategic Advisers LLC · Certified Financial Planner
- Miguel OrtigaoCetera Investment Advisers LLC · Certified Financial Planner
- Michael D. ParteeCetera Investment Advisers LLC · Certified Financial Planner
- Dwight P. PendolaHorizon Wealth Advisors · Certified Financial Planner
- Brian R. PopePope Wealth Management · Certified Financial Planner
- Vanessa L. QuintalConcurrent Investment Advisors, LLC · Certified Financial Planner
- Timothy J. ReikReik Wealth Management, Inc. · Certified Financial Planner
- Robert J. RieckAmeriprise Financial Services, LLC · Certified Financial Planner
- Frederick J. Scheerle IVEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Richard M. SchimekEdward Jones · Certified Financial Planner
- Ashley E. ScottEdward Jones · Certified Financial Planner
- Kurt E. StahlGlobal Wealth Management Investment Advisory, Inc. · Certified Financial Planner
- Scott W. TownsendJohn G. Ullman & Associates, Inc. · Certified Financial Planner
- John M. TraverTraver Financial Consulting Network Pa · Certified Financial Planner
- Larry A. TummondsLarry Allan Financial Planning Services LLC · Certified Financial Planner
- Eric T. WhitmanRaymond James & Associates, Inc. · Certified Financial Planner
- Elizabeth J. WilsonHorizon Wealth Advisors · Certified Financial Planner
- Alexander C. WolfeBase Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Lakewood Ranch
Edward Jones 4Cetera Investment Advisers LLC 3Concurrent Investment Advisors, LLC 3Ameriprise Financial Services, LLC 2Clarity Capital Advisors, LLC 2Horizon Wealth Advisors 2LPL Financial LLC 2Raymond James & Associates, Inc. 2Base Wealth Management 1Benefit Financial Services Group 1Dow Family Office Advisory, LLC 1Ferguson Shapiro LLC 1Global Wealth Management Investment Advisory, Inc. 1John G. Ullman & Associates, Inc. 1Larry Allan Financial Planning Services 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 36Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Lakewood Ranch, FL?
35 SEC-registered investment adviser representatives at firm offices in Lakewood Ranch, Florida list the CFP designation; Edward Jones 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 Lakewood Ranch?
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.