Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Palm Beach, FL
Every SEC-registered financial advisor at a firm office in Palm Beach who lists the Certified Financial Planner designation, A to Z.
The short answer
12 CFP professionals work in Palm Beach; the most are at Wells Fargo Clearing Services, LLC (3). 9 are also registered broker representatives.
CFP advisors in Palm Beach, A to Z
Every advisor in Palm Beach →- Barton C. FrancisOxford Financial Group, Ltd. · Certified Financial Planner
- Christopher IwaskewyczJ.P. Morgan Securities LLC · Certified Financial Planner
- Brion P. LawlerWells Fargo Clearing Services, LLC · Certified Financial Planner
- John D. MahoneyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Giuseppe L. MauceliWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Carryn L. McLaughlinMorgan Stanley · Certified Financial Planner
- Deborah D. MontapertoMorgan Stanley · Certified Financial Planner
- David OmalleyEdward Jones · Certified Financial Planner
- Michael J. PopeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elizabeth H. RockwellSummit Financial, LLC · Certified Financial Planner
- Gregg V. SessaLPL Financial LLC · Certified Financial Planner
- James D. Zahringer Jr.Raymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Palm Beach
Wells Fargo Clearing Services, LLC 3Morgan Stanley 2Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Oxford Financial Group, Ltd. 1Raymond James & Associates, Inc. 1Summit Financial, LLC 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 Palm Beach, FL?
12 SEC-registered investment adviser representatives at firm offices in Palm Beach, Florida list the CFP designation; Wells Fargo Clearing Services, 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 Palm 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.