Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ponte Vedra, FL
Every SEC-registered financial advisor at a firm office in Ponte Vedra who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Ponte Vedra; the most are at Highland Investment Advisors LLC (4). 11 are also registered broker representatives.
CFP advisors in Ponte Vedra, A to Z
Every advisor in Ponte Vedra →- Nicholas BarulicJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- David L. BoardmanDiablo Investment Advisors, LLC · Certified Financial Planner
- Raymond L. ChaseRockefeller Financial LLC · Certified Financial Planner
- Robert T. DignanHighland Investment Advisors LLC · Certified Financial Planner
- John E. DonderoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Todd C. EastmanTruist Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Angelo V. Esposito Jr.Elevation Point Wealth Partners, LLC · Certified Financial Planner
- Bryan S FazioWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Roberto FortunaCore Planning · Certified Financial Planner
- Patrick J. HartLPL Financial LLC · Certified Financial Planner
- Jamie HartfieldEdward Jones · Certified Financial Planner
- Michael P. McAlpinIntellicapital Advisors LLC · Certified Financial Planner
- Daibby MinogueStrategic Advisers LLC · Certified Financial Planner
- Luis A. MunizFirst Command Advisory Services · Certified Financial Planner
- Gerald J. NassifEmpower Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Margaret K. O'MearaLPL Financial LLC · Certified Financial Planner
- Anthony C. PriveteraCaleo Capital N.A. LLC · Certified Financial Planner
- Christopher H. SivleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Adam R. StoecklerHighland Investment Advisors LLC · Certified Financial Planner
- Peter A. SullivanFarther · Certified Financial Planner
- William R. Tomes Jr.Total Wealth Planning And Management, Inc. · Certified Financial Planner
- Beverly P. WhitmanHighland Investment Advisors LLC · Certified Financial Planner
- Mark M. WhitmanHighland Investment Advisors LLC · Certified Financial Planner
Firms with the most CFP professionals in Ponte Vedra
Highland Investment Advisors LLC 4LPL Financial LLC 2Caleo Capital N.A. LLC 1Cambridge Investment Research Advisors, Inc. 1Core Planning 1Diablo Investment Advisors, LLC 1Edward Jones 1Elevation Point Wealth Partners, LLC 1Empower Advisory Group, LLC 1Farther 1First Command Advisory Services 1Intellicapital Advisors LLC 1J.P. Morgan Securities LLC 1Raymond James Financial Services Advisors, Inc. 1Rockefeller Capital Management 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 Ponte Vedra, FL?
23 SEC-registered investment adviser representatives at firm offices in Ponte Vedra, Florida list the CFP designation; Highland Investment Advisors LLC 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 Ponte Vedra?
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.