Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Maitland, FL
Every SEC-registered financial advisor at a firm office in Maitland who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Maitland; the most are at Cetera Investment Advisers LLC (2). 9 are also registered broker representatives.
CFP advisors in Maitland, A to Z
Every advisor in Maitland →- Joshua M. AndrewsThistle Wealth Management, LLC · Certified Financial Planner
- Margaret L. BilbyGen2 Advisors, LLC · Certified Financial Planner
- Elliot BramhamCreative Planning · Certified Financial Planner
- Anthony A. DelucaDelta Advisory Group, Inc. · Certified Financial Planner
- Duncan C. DewahlDelta Capital Management, LLC · Certified Financial Planner
- James B. Dorman Jr.Dorman Financial Management, P.A. · Certified Financial Planner, Personal Financial Specialist
- Arif A. FareedEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sean GerlinEnvision Wealth Planners · Certified Financial Planner, Chartered Financial Consultant
- Michael P. HendersonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Rebecca L. KauffmanCommonwealth Financial Network · Certified Financial Planner
- Steven D. KurlandJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Stephen T. LeeEquistar Wealth Management Inc. · Certified Financial Planner
- Lisa M. MichaelsonFellowship Financial Group · Certified Financial Planner
- Donald C. NestorDelta Advisory Group, Inc. · Certified Financial Planner
- Ronald C. RasbandCetera Investment Advisers LLC · Certified Financial Planner
- Alia M. ReaEdward Jones · Certified Financial Planner
- Richard E. ReyesWealth & Business Planning Group, LLC · Certified Financial Planner
- Bryan G. StewartAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeremy E. UdellPrivate Client Services, LLC · Certified Financial Planner
- Daniel C. ZagataCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Maitland
Cetera Investment Advisers LLC 2Delta Advisory Group, Inc. 2Delta Capital Management, LLC 2Edward Jones 2Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1Creative Planning 1Dorman Financial Management, P.A. 1Envision Wealth Planners 1Equistar Wealth Management Inc. 1Fellowship Financial Group 1Gen2 Advisors, LLC 1Independent Advisor Alliance, LLC 1J. W. Cole Advisors, Inc. 1Private Client 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 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Maitland, FL?
20 SEC-registered investment adviser representatives at firm offices in Maitland, Florida list the CFP designation; Cetera Investment Advisers LLC 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 Maitland?
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.