Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pensacola, FL
Every SEC-registered financial advisor at a firm office in Pensacola who lists the Certified Financial Planner designation, A to Z.
29 CFP professionals work in Pensacola; the most are at Stifel, Nicolaus & Company, Incorporated (4). 20 are also registered broker representatives.
CFP advisors in Pensacola, A to Z
Every advisor in Pensacola →- Nafees AlamStrategic Blueprint, LLC · Certified Financial Planner
- Zachary BrooksLPL Financial LLC · Certified Financial Planner
- Patrick B. BryantNavy Federal Investment Services, LLC · Certified Financial Planner
- Michael E. CamferdamOsaic Wealth, Inc. · Certified Financial Planner
- Jacey J. CosentinoEdward Jones · Certified Financial Planner
- Michael D. DouglasStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kari K. FoustNavy Federal Investment Services, LLC · Certified Financial Planner
- Wiktor GierStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Maxwell T. GreenbergAltrius Capital Management, Inc. · Certified Financial Planner
- Tripp C. HaleHale Wealth Management, LLC · Certified Financial Planner
- Michael C. HallSaltmarsh Financial Advisors, LLC · Certified Financial Planner
- Michael A. HoeflichAmeriprise Financial Services, LLC · Certified Financial Planner
- Sarah K. HorneSaltmarsh Financial Advisors, LLC · Certified Financial Planner
- Bradley J. KeelBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- James KellyMorgan Stanley · Certified Financial Planner
- Frederick A. Lambert IIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Micah R. MattoonEdward Jones · Certified Financial Planner
- John I. Mayfield IIICetera Investment Advisers LLC · Certified Financial Planner
- Jacob L. NewcombMariner · Certified Financial Planner
- Rebecca S. NewtonFinancial Journey LLC · Certified Financial Planner
- Stephen P. O'ReillyCetera Investment Advisers LLC · Certified Financial Planner
- Ryan D. PattonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Analyst
- Ruddie M. PowellNavy Federal Investment Services, LLC · Certified Financial Planner
- Chad E. QuennevilleWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard T. RiveraUnited Capital Financial Advisors · Certified Financial Planner
- Timothy J. SchossowValic Financial Advisors, Inc. · Certified Financial Planner
- Victor P. Sokul IIIFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Phillip B. WalkerApproach Retirement Advisors, LLC · Certified Financial Planner
- Jonathan L. WarrenStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Pensacola
Stifel, Nicolaus & Company, Incorporated 4Navy Federal Investment Services, LLC 3Cetera Investment Advisers LLC 2Edward Jones 2Saltmarsh Financial Advisors, LLC 2Altrius Capital Management, Inc. 1Ameriprise Financial Services, LLC 1Approach Retirement Advisors, LLC 1Benjamin F. Edwards & Company, Inc. 1Familywealth 1Financial Journey LLC 1First Command Advisory Services 1Hale Wealth Management, LLC 1LPL Financial LLC 1Mariner 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 Pensacola, FL?
29 SEC-registered investment adviser representatives at firm offices in Pensacola, Florida list the CFP designation; Stifel, Nicolaus & Company, Incorporated employs the most of them (4).
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 Pensacola?
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.