Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Punta Gorda, FL

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

17 CFP professionals work in Punta Gorda; the most are at Edward Jones (3). 12 are also registered broker representatives.

CFP advisors in Punta Gorda, A to Z

Every advisor in Punta Gorda →

John C. Beane IVOsaic Wealth, Inc. · Certified Financial Planner
Adam CummingsEdward Jones · Certified Financial Planner
Paul T. FarthingCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Brock R. HivelyLPL Financial LLC · Certified Financial Planner
Tristan L. JacobiCwm Advisory, LLC · Certified Financial Planner
Kenneth L. KlegonWilliam Mack & Associates Inc. · Certified Financial Planner
William M. MacdonaldCetera Investment Advisers LLC · Certified Financial Planner
Flor E. MatteenHightower Advisors, LLC · Certified Financial Planner
Deborah L. MeyerWorthynest LLC · Certified Financial Planner, Personal Financial Specialist
Timothy A. MeyerEdward Jones · Certified Financial Planner
Paul D. PenzelOsaic Wealth, Inc. · Certified Financial Planner
Michael D. PresleyOsaic Wealth, Inc. · Certified Financial Planner
Todd PriestJ.P. Morgan Securities LLC · Certified Financial Planner
James D. SullivanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Joseph J. TackaberryEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Jordan R. TalbertCwm Advisory, LLC · Certified Financial Planner
Stephen R. WierhakeCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Punta Gorda

Edward Jones 3 Osaic Wealth, Inc. 3 Cambridge Investment Research Advisors, Inc. 2 Cetera Investment Advisers LLC 2 Cwm Advisory, LLC 2 Hightower Advisors, LLC 1 J.P. Morgan Securities LLC 1 LPL Financial LLC 1 William Mack & Associates Inc. 1 Worthynest LLC 1

CFP advisors in other Florida cities

All of Florida →

Tampa 351 Boca Raton 179 Orlando 175 Palm Beach Gardens 163 Sarasota 161 Naples 155 Jacksonville 137 Miami 118 Coral Gables 96 St. Petersburg 88 West Palm Beach 81 Clearwater 79 Winter Park 79 Fort Lauderdale 63 Fort Myers 52 Melbourne 48 Ponte Vedra Beach 45 Bradenton 42 Jupiter 38 Tallahassee 36 Lakewood Ranch 35 Plantation 35 Stuart 34 Lakeland 32

Questions

How many CFP financial advisors are in Punta Gorda, FL?

17 SEC-registered investment adviser representatives at firm offices in Punta Gorda, Florida list the CFP designation; Edward Jones employs the most of them (3).

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 Punta Gorda?

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.