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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saint Johns, FL

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

The short answer

10 CFP professionals work in Saint Johns; the most are at Cetera Investment Advisers LLC (2). 6 are also registered broker representatives.

CFP advisors in Saint Johns, A to Z

Every advisor in Saint Johns →

Firms with the most CFP professionals in Saint Johns

Cetera Investment Advisers LLC 2Cambridge Investment Research Advisors, Inc. 1Compass Financial Management LLC 1Create Wealth Financial Planning LLC 1Klein Wealth Management, LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Matador Financial 1Navy Federal Investment Services, 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 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32

Questions

How many CFP financial advisors are in Saint Johns, FL?

10 SEC-registered investment adviser representatives at firm offices in Saint Johns, 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 Saint Johns?

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.