Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Longwood, FL
Every SEC-registered financial advisor at a firm office in Longwood who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Longwood; the most are at Siler Wealth Management (2). 5 are also registered broker representatives.
CFP advisors in Longwood, A to Z
Every advisor in Longwood →- Charles T. Black Jr.Longview, Inc. · Certified Financial Planner
- William M. FarrellNorthwest Asset Management · Certified Financial Planner
- Mark D. LoopLPL Financial LLC · Certified Financial Planner
- David J. MelnykOsaic Institutions, Inc. · Certified Financial Planner
- Sylvia C. PresleyCetera Investment Advisers LLC · Certified Financial Planner
- Christopher SnivelyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew M. Vargo Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Chad E. VergasonSiler Wealth Management · Certified Financial Planner
- Nikki L. WardSiler Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Longwood
Siler Wealth Management 2Cetera Investment Advisers LLC 1LPL Financial LLC 1Longview, Inc. 1Northwest Asset Management 1Osaic Institutions, Inc. 1Raymond James Financial Services Advisors, Inc. 1Royal Palm Investment Advisors, Inc. 1Wells Fargo Advisors Financial Network, 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 Longwood, FL?
9 SEC-registered investment adviser representatives at firm offices in Longwood, Florida list the CFP designation; Siler Wealth Management 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 Longwood?
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.