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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Plantation, FL

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

35 CFP professionals work in Plantation; the most are at Tobias Financial Advisors (7). 19 are also registered broker representatives.

CFP advisors in Plantation, A to Z

Every advisor in Plantation →
  • Richard AkirmaianMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alix AlexisMorgan Stanley · Certified Financial Planner
  • Ricardo J. BaptisteAmeriprise Financial Services, LLC · Certified Financial Planner
  • Elizabeth A. BarrettSterling Wealth Advisors, Inc. · Certified Financial Planner
  • Jim CaseyLPL Financial LLC · Certified Financial Planner
  • Edzai K. ChimedzaTobias Financial Advisors · Certified Financial Planner
  • Kenny DavinStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Olga DavydchenkoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alexandra DruskinCharles Schwab & Co., Inc. · Certified Financial Planner
  • Franklin G. Gay IVTobias Financial Advisors · Certified Financial Planner
  • Matthew S. HauptmanTobias Financial Advisors · Certified Financial Planner
  • Rely HechterOlea Advisory Services · Certified Financial Planner
  • Claudia P. JaricEdward Jones · Certified Financial Planner
  • Lizeth D. KishelModera Wealth Management, LLC · Certified Financial Planner
  • Sonja KoppenwallnerModern Wealth Management, LLC · Certified Financial Planner
  • Howard A. KramerCommonwealth Financial Network · Certified Financial Planner
  • Scott LamMg&A Wealth · Certified Financial Planner
  • Eric J. LevyMorgan Stanley · Certified Financial Planner
  • Maohong LiMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • A Arti A. MorrisAkar Capital Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ronald L. MyersGallagher Fiduciary Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
  • Joseph C. NammNamm Financial LLC · Certified Financial Planner
  • Charles J. NesmithTobias Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Yesenia RealejoTobias Financial Advisors · Certified Financial Planner
  • John C. RocheRussell Investments · Certified Financial Planner
  • Craig M. RosenEdward Jones · Certified Financial Planner
  • Francheska M. RuizTobias Financial Advisors · Certified Financial Planner
  • William D. RuschJ. W. Cole Advisors, Inc. · Certified Financial Planner
  • Michael J. SalvatoreLPL Financial LLC · Certified Financial Planner
  • Matthew D. SaneholtzTobias Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Ari N. TenenbaumMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Charles C. ThomasFarther · Certified Financial Planner
  • Chad M. TourinMML Investors Services, LLC · Certified Financial Planner
  • Joseph G. ValerioModera Wealth Management, LLC · Certified Financial Planner
  • Stephen A. YoungBrookstone Capital Management LLC · Certified Financial Planner

Firms with the most CFP professionals in Plantation

Tobias Financial Advisors 7MML Investors Services, LLC 4Ameriprise Financial Services, LLC 2Edward Jones 2LPL Financial LLC 2Modera Wealth Management, LLC 2Morgan Stanley 2Akar Capital Management, Inc. 1Brookstone Capital Management LLC 1Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1Farther 1Gallagher Fiduciary Advisors, LLC 1J. W. Cole Advisors, Inc. 1Mg&A Wealth 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 35Stuart 34Lakeland 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Plantation, FL?

35 SEC-registered investment adviser representatives at firm offices in Plantation, Florida list the CFP designation; Tobias Financial Advisors employs the most of them (7).

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 Plantation?

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.