Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ocala, FL

Every SEC-registered financial advisor at a firm office in Ocala who lists the Certified Financial Planner designation, A to Z.

16 CFP professionals work in Ocala; the most are at LPL Financial LLC (3). 13 are also registered broker representatives.

CFP advisors in Ocala, A to Z

Every advisor in Ocala →
  • Gerald A. CameraLiberty Square Wealth Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • William S. Campbell Jr.LPL Financial LLC · Certified Financial Planner
  • Jonathan D. DavisOne Day Wealth Management · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Mark L. DickersonLPL Financial LLC · Certified Financial Planner
  • Jane B. FontaineAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alex M. FontanaTruist Advisory Services, Inc. · Certified Financial Planner
  • Gina G. FranciscoLPL Financial LLC · Certified Financial Planner
  • Jay E. FratelloWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Paul W HayesPNC Wealth Management LLC · Certified Financial Planner
  • Mary L. JamesColomb Investment Management Company, LLC · Certified Financial Planner
  • Jamie G. LositoCanopy 360 Wealth, LLC · Certified Financial Planner
  • Stephanie K. MartinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Courtney R. McKeeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Anthony MontemurroEdward Jones · Certified Financial Planner
  • Michael D. RileySimplicity Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Brandon WhiteJ.P. Morgan Securities LLC · Certified Financial Planner

Firms with the most CFP professionals in Ocala

LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Canopy 360 Wealth, LLC 1Colomb Investment Management Company, LLC 1Edward Jones 1J.P. Morgan Securities LLC 1Liberty Square Wealth Partners LLC 1One Day Wealth Management 1PNC Wealth Management LLC 1Simplicity Wealth 1Truist Advisory Services, 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 Ocala, FL?

16 SEC-registered investment adviser representatives at firm offices in Ocala, Florida list the CFP designation; LPL Financial LLC employs the most of them (3).

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 Ocala?

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.