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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Palm Beach Gardens, FL

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

163 CFP professionals work in Palm Beach Gardens; the most are at Gwn Securities Inc. (33). 125 are also registered broker representatives.

CFP advisors in Palm Beach Gardens, A to Z

Every advisor in Palm Beach Gardens →

Firms with the most CFP professionals in Palm Beach Gardens

Gwn Securities Inc. 33Money Concepts Capital Corp. 28Gladstone Wealth Partners 9Morgan Stanley 6Wells Fargo Clearing Services, LLC 6Dakota Wealth, LLC 5J.P. Morgan Securities LLC 5Mariner 5Raymond James Financial Services Advisors, Inc. 5Wells Fargo Advisors Financial Network, LLC 5Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 4Charles Schwab & Co., Inc. 4Janney Montgomery Scott LLC 4Edward Jones 3

CFP advisors in other Florida cities

All of Florida →

Tampa 351Boca Raton 179Orlando 175Sarasota 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 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Palm Beach Gardens, FL?

163 SEC-registered investment adviser representatives at firm offices in Palm Beach Gardens, Florida list the CFP designation; Gwn Securities Inc. employs the most of them (33).

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 Gardens?

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.