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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ponte Vedra Beach, FL

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

45 CFP professionals work in Ponte Vedra Beach; the most are at Raymond James Financial Services Advisors, Inc. (7). 28 are also registered broker representatives.

CFP advisors in Ponte Vedra Beach, A to Z

Every advisor in Ponte Vedra Beach →

Firms with the most CFP professionals in Ponte Vedra Beach

Raymond James Financial Services Advisors, Inc. 7B&C Financial Advisors 5Mercer Global Advisors Inc. 5Morgan Stanley 4Ameriprise Financial Services, LLC 3Mai Capital Management, LLC 3Truist Advisory Services, Inc. 3Edward Jones 2Raymond James & Associates, Inc. 2Formation Wealth Management 1Ignite Financial LLC 1Janney Montgomery Scott LLC 1Kestra Advisory Services, LLC 1Knight Financial Investments 1LPL Financial LLC 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 48Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Ponte Vedra Beach, FL?

45 SEC-registered investment adviser representatives at firm offices in Ponte Vedra Beach, Florida list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Ponte Vedra Beach?

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.