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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Reunion, FL

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

The short answer

1 CFP advisor work in Reunion; the most are at M Holdings Securities, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Reunion, A to Z

Every advisor in Reunion →

Firms with the most CFP professionals in Reunion

M Holdings Securities, Inc. 1

CFP advisors in other Florida cities

All of Florida →

Tampa 339Boca Raton 186Palm Beach Gardens 170Orlando 167Sarasota 151Naples 145Jacksonville 132Miami 117Coral Gables 98St. Petersburg 88Clearwater 84West Palm Beach 77Winter Park 74Fort Lauderdale 65Fort Myers 47Melbourne 47Ponte Vedra Beach 46Bradenton 38Tallahassee 37Jupiter 35Lakewood Ranch 35Lakeland 33Stuart 33Plantation 32

Questions

How many CFP financial advisors are in Reunion, FL?

1 SEC-registered investment adviser representatives at firm offices in Reunion, Florida list the CFP designation; M Holdings Securities, Inc. employs the most of them (1).

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 Reunion?

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.