Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Marco Island, FL
Every SEC-registered financial advisor at a firm office in Marco Island who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Marco Island; the most are at Morgan Stanley (2). 6 are also registered broker representatives.
CFP advisors in Marco Island, A to Z
Every advisor in Marco Island →- James H. BoxmaCreative Planning · Certified Financial Planner
- Kenneth CagnolattiAnchor & Oak Wealth Advisors · Certified Financial Planner
- Joseph CandelaAmeriprise Financial Services, LLC · Certified Financial Planner
- Keith T. EmbreeRaymond James & Associates, Inc. · Certified Financial Planner
- Mark L. JohnsonRBC Capital Markets, LLC · Certified Financial Planner
- Ana T. MunroMorgan Stanley · Certified Financial Planner
- Keith W. PhilippiMorgan Stanley · Certified Financial Planner
- Bob WeigelEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Marco Island
Morgan Stanley 2Ameriprise Financial Services, LLC 1Anchor & Oak Wealth Advisors 1Creative Planning 1Edward Jones 1RBC Capital Markets, LLC 1Raymond James & Associates, 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 34Lakeland 32
Questions
How many CFP financial advisors are in Marco Island, FL?
8 SEC-registered investment adviser representatives at firm offices in Marco Island, Florida list the CFP designation; Morgan Stanley 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 Marco Island?
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.