Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Port Charlotte, FL
Every SEC-registered financial advisor at a firm office in Port Charlotte who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Port Charlotte; the most are at Cetera Investment Advisers LLC (2). 9 are also registered broker representatives.
CFP advisors in Port Charlotte, A to Z
Every advisor in Port Charlotte →- Laura L. AmendolaCoquina Private Wealth Advisors · Certified Financial Planner
- Jeffrey W. AskinsSynovus Securities, Inc. · Certified Financial Planner
- Robert M. CrouchCrouch Investment Group, Inc. · Certified Financial Planner
- Mary E. DisherCetera Investment Advisers LLC · Certified Financial Planner
- Robert A. DuncanCetera Investment Advisers LLC · Certified Financial Planner
- Rebekah J. FeroIfg Advisory, LLC · Certified Financial Planner
- Jonathan C. FerroSynovus Securities, Inc. · Certified Financial Planner
- Riley R. GiauqueLPL Financial LLC · Certified Financial Planner
- Joshua M. HowellProspera Financial Services, Inc. · Certified Financial Planner
- Shannon C. SappCoquina Private Wealth Advisors · Certified Financial Planner
- James O. SproulEdward Jones · Certified Financial Planner
- James A. SteinLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Port Charlotte
Cetera Investment Advisers LLC 2Coquina Private Wealth Advisors 2LPL Financial LLC 2Synovus Securities, Inc. 2Crouch Investment Group, Inc. 1Edward Jones 1Ifg Advisory, LLC 1Prospera Financial Services, 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 Port Charlotte, FL?
12 SEC-registered investment adviser representatives at firm offices in Port Charlotte, Florida list the CFP designation; Cetera Investment Advisers LLC employs the most of them (2).
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 Port Charlotte?
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.