Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ormond Beach, FL
Every SEC-registered financial advisor at a firm office in Ormond Beach who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Ormond Beach; the most are at Holland Advisory Services, Inc. (4). 10 are also registered broker representatives.
CFP advisors in Ormond Beach, A to Z
Every advisor in Ormond Beach →- Christine CappsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Elias J. ChaikinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John D. DowneyTruist Advisory Services, Inc. · Certified Financial Planner
- William A. Grigat Jr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David D. HollandHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Adam J. KennedyMorgan Stanley · Certified Financial Planner
- Linda LampmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jason MorganEdward Jones · Certified Financial Planner
- Miranda R. MummaHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard M. PankratzBroadstreet Financial Advisers LLC · Certified Financial Planner
- Steven J. PantusoRaymond James & Associates, Inc. · Certified Financial Planner
- Chad M. ParsonsJ.P. Morgan Securities LLC · Certified Financial Planner
- Angela A. PinkertonHolland Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tara A. SandersCompass Financial Advisory Services, LLC · Certified Financial Planner
- Matthew D. SumrallHolland Advisory Services, Inc. · Certified Financial Planner
- Christine J. UtterTruist Advisory Services, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Ormond Beach
Holland Advisory Services, Inc. 4Cambridge Investment Research Advisors, Inc. 2Truist Advisory Services, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Broadstreet Financial Advisers LLC 1Compass Financial Advisory Services, LLC 1Edward Jones 1J.P. Morgan Securities LLC 1Morgan Stanley 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 Ormond Beach, FL?
16 SEC-registered investment adviser representatives at firm offices in Ormond Beach, Florida list the CFP designation; Holland Advisory Services, Inc. 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 Ormond Beach?
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.