Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oviedo, FL
Every SEC-registered financial advisor at a firm office in Oviedo who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Oviedo; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Oviedo, A to Z
Every advisor in Oviedo →- David J. BlountLPL Financial LLC · Certified Financial Planner
- Christopher W. CamposTruist Advisory Services, Inc. · Certified Financial Planner
- Curtis D. CopenhaverPlanmember Securities Corporation · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey J. Del BeneEdward Jones · Certified Financial Planner
- Bruce E. KavenaghEdward Jones · Certified Financial Planner
- Andrew M. MachataSemper Wealth Management LLC · Certified Financial Planner
- Raisa C. MacleodEdward Jones · Certified Financial Planner
- Nicholas R. OrenduffPlanmember Securities Corporation · Certified Financial Planner
- Chris A. RobertsUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Daria J. ZalewskaAlongside, LLC · Certified Financial Planner
- Alan B. ZinkinLPL Financial LLC · Certified Financial Planner
- Jose C. Zuniga BecerraWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Oviedo
Edward Jones 3LPL Financial LLC 2Planmember Securities Corporation 2Alongside, LLC 1Semper Wealth Management LLC 1Truist Advisory Services, Inc. 1United Planners' Financial Services Of America A Limited Partner 1Wells Fargo Clearing 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 Oviedo, FL?
12 SEC-registered investment adviser representatives at firm offices in Oviedo, Florida list the CFP designation; Edward Jones 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 Oviedo?
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.