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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saint Petersburg, FL

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

23 CFP professionals work in Saint Petersburg; the most are at Raymond James Financial Services Advisors, Inc. (9). 15 are also registered broker representatives.

CFP advisors in Saint Petersburg, A to Z

Every advisor in Saint Petersburg →
  • Christine A. CondeniCreative Planning · Certified Financial Planner
  • Grant K. DobbsMutual Advisors, LLC · Certified Financial Planner
  • Josh A. DunnRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Neal P. EngwallG. A. Repple & Company · Certified Financial Planner, Chartered Financial Consultant
  • Maria T. EricksonFreedom Financial & Business Planning, LLC · Certified Financial Planner
  • Daniel D. GillinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Paris M. GriffinCorient · Certified Financial Planner
  • Mark A. HajekMariner Independent · Certified Financial Planner
  • Nathan C. HelmsAccurate Wealth Management, LLC · Certified Financial Planner
  • Tanner HelselRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Ronald KlemmRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Kellee C. LeandreRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Steve M. McCarthyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Donald R. McElroy Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Julian E. OssaTruist Advisory Services, Inc. · Certified Financial Planner
  • Jorge SorianoFinancial Optimist LLC · Certified Financial Planner
  • Jonathan H. SymmesWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Karyn C. TalaricoTruist Advisory Services, Inc. · Certified Financial Planner
  • Barbara L. WagnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Shawn J. WakedRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Daniel P. WestfallClient Focused Financial · Certified Financial Planner
  • Michael S. WootenNavy Federal Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven A. WotovichLighthouse Financial · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Saint Petersburg

Raymond James Financial Services Advisors, Inc. 9Truist Advisory Services, Inc. 2Accurate Wealth Management, LLC 1Client Focused Financial 1Corient 1Creative Planning 1Financial Optimist LLC 1Freedom Financial & Business Planning, LLC 1G. A. Repple & Company 1Lighthouse Financial 1Mariner Independent 1Mutual Advisors, LLC 1Navy Federal Investment Services, LLC 1Wells Fargo Clearing 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 Petersburg, FL?

23 SEC-registered investment adviser representatives at firm offices in Saint Petersburg, Florida list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (9).

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 Petersburg?

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.