Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Palm Coast, FL

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

11 CFP professionals work in Palm Coast; the most are at Ameriprise Financial Services, LLC (3). 9 are also registered broker representatives.

CFP advisors in Palm Coast, A to Z

Every advisor in Palm Coast →

Ivory J. Johnson Jr.Consolidated Portfolio Review Corp. · Certified Financial Planner
James E. Kelley Jr.Capital Planning, LLC · Certified Financial Planner
Michael A. LapshinEdward Jones · Certified Financial Planner
Staci W. LeonardAmeriprise Financial Services, LLC · Certified Financial Planner
Robert MastrosimoneOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
David MoonCommonwealth Financial Network · Certified Financial Planner
Matthew D. MorellAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Michael J. TestoniAmeriprise Financial Services, LLC · Certified Financial Planner
Derek J. VogtOsaic Wealth, Inc. · Certified Financial Planner
Keith A. WiltfongCapstone Investment Management LLC · Certified Financial Planner
Kami L. ZoninCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Palm Coast

Ameriprise Financial Services, LLC 3 Osaic Wealth, Inc. 2 Capital Planning, LLC 1 Capstone Investment Management LLC 1 Cetera Investment Advisers LLC 1 Commonwealth Financial Network 1 Consolidated Portfolio Review Corp. 1 Edward Jones 1

CFP advisors in other Florida cities

All of Florida →

Tampa 351 Boca Raton 179 Orlando 175 Palm Beach Gardens 163 Sarasota 161 Naples 155 Jacksonville 137 Miami 118 Coral Gables 96 St. Petersburg 88 West Palm Beach 81 Clearwater 79 Winter Park 79 Fort Lauderdale 63 Fort Myers 52 Melbourne 48 Ponte Vedra Beach 45 Bradenton 42 Jupiter 38 Tallahassee 36 Lakewood Ranch 35 Plantation 35 Stuart 34 Lakeland 32

Questions

How many CFP financial advisors are in Palm Coast, FL?

11 SEC-registered investment adviser representatives at firm offices in Palm Coast, Florida list the CFP designation; Ameriprise Financial 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 Coast?

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.