Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Palm Harbor, FL
Every SEC-registered financial advisor at a firm office in Palm Harbor who lists the Certified Financial Planner designation, A to Z.
The short answer
22 CFP professionals work in Palm Harbor; the most are at Morgan Stanley (5). 14 are also registered broker representatives.
CFP advisors in Palm Harbor, A to Z
Every advisor in Palm Harbor →- S Mark AltonMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Eban BarnettMorgan Stanley · Certified Financial Planner
- Robert J. BasileBasile Financial Group, Inc. · Certified Financial Planner
- Bryan E. BeattyLPL Financial LLC · Certified Financial Planner
- Logan O. BennisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James E. CarrollMorgan Stanley · Certified Financial Planner
- Sean M. DavisLatitude Advisors, LLC · Certified Financial Planner
- Linda R. GoodsonMorgan Stanley · Certified Financial Planner
- Trevor HullBrookstone Capital Management LLC · Certified Financial Planner
- Kirk W. KinderPicket Fence Financial, LLC · Certified Financial Planner
- Michael J. KlimisOsaic Wealth, Inc. · Certified Financial Planner
- Steven R. NordbeckCetera Investment Advisers LLC · Certified Financial Planner
- Theodore H. Pohl IIMorgan Stanley · Certified Financial Planner
- Josiah P. SearsMvrk Financial Consultants, LLC · Certified Financial Planner
- Robin B. SnellNested Financial & Tax Planning · Certified Financial Planner
- Christopher M. ToscanoLPL Financial LLC · Certified Financial Planner
- Michael R. UrbanskiEdward Jones · Certified Financial Planner
- Carl F. Von Dem Bussche Jr.Financial Guidance Group, Inc. · Certified Financial Planner
- Christoph S. Von Dem BusscheFinancial Guidance Group, Inc. · Certified Financial Planner
- Carl F. Von Dem Bussche (Sr) Sr.Financial Guidance Group, Inc. · Certified Financial Planner
- Cathy A. WagnerOsaic Wealth, Inc. · Certified Financial Planner
- Tess ZigoLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Palm Harbor
Morgan Stanley 5Financial Guidance Group, Inc. 3LPL Financial LLC 3Osaic Wealth, Inc. 2Basile Financial Group, Inc. 1Brookstone Capital Management LLC 1Cathy A. Wagner, Cfp, Ria 1Cetera Investment Advisers LLC 1Edward Jones 1Klimis & Associates Advisory, Inc. 1Latitude Advisors, LLC 1Mvrk Financial Consultants, LLC 1Nested Financial & Tax Planning 1Picket Fence Financial, LLC 1Raymond James Financial Services Advisors, 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 Palm Harbor, FL?
22 SEC-registered investment adviser representatives at firm offices in Palm Harbor, Florida list the CFP designation; Morgan Stanley employs the most of them (5).
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 Harbor?
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.