Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lutz, FL
Every SEC-registered financial advisor at a firm office in Lutz who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Lutz; the most are at Cetera Investment Advisers LLC (4). 10 are also registered broker representatives.
CFP advisors in Lutz, A to Z
Every advisor in Lutz →- Michael V. AddessiCetera Investment Advisers LLC · Certified Financial Planner
- Frederick P. CardinaleCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Richard M. DeckerPrincipal Securities, Inc. · Certified Financial Planner
- Anthony L. DipaoloDipaolo Financial Group, Inc. · Certified Financial Planner
- Joseph L. DipaoloDipaolo Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel R. GeorgeOnepoint Bfg Wealth Partners · Certified Financial Planner
- James C. KofordHammerhead Financial Strategies, LLC · Certified Financial Planner
- Jared D. KohnEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Michael L. LeggeCetera Investment Advisers LLC · Certified Financial Planner
- Madisyn L. MullerPrincipal Securities, Inc. · Certified Financial Planner
- Robert C. OuimetLincoln Investment · Certified Financial Planner
- Jack T. SardegnaGwn Securities Inc. · Certified Financial Planner
- Bret D. SmithCapital Analysts · Certified Financial Planner, Chartered Financial Consultant
- Joao A. TeixeiraPfg Private Wealth Management, LLC · Certified Financial Planner
- Laura N. WoodsCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Lutz
Cetera Investment Advisers LLC 4Capital Analysts 2Dipaolo Financial Group, Inc. 2Principal Securities, Inc. 2Edward Jones 1Gwn Securities Inc. 1Hammerhead Financial Strategies, LLC 1Lincoln Investment 1Onepoint Bfg Wealth Partners 1Pfg Private Wealth Management, 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 Lutz, FL?
15 SEC-registered investment adviser representatives at firm offices in Lutz, Florida list the CFP designation; Cetera Investment Advisers LLC 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 Lutz?
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.