Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Santa Rosa Beach, FL
Every SEC-registered financial advisor at a firm office in Santa Rosa Beach who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Santa Rosa Beach; the most are at Commonwealth Financial Network (1). 6 are also registered broker representatives.
CFP advisors in Santa Rosa Beach, A to Z
Every advisor in Santa Rosa Beach →- Dean AndersenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ryan M. BirkhauserRBC Capital Markets, LLC · Certified Financial Planner
- George M. Livingston IIILivingston Financial Planning, Inc. · Certified Financial Planner
- William H. MurphyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. RankinIntegrated Wealth Concepts LLC · Certified Financial Planner
- David P. StoneCommonwealth Financial Network · Certified Financial Planner
- Christopher G. SutherlandLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Santa Rosa Beach
Commonwealth Financial Network 1Integrated Wealth Concepts LLC 1LPL Financial LLC 1Livingston Financial Planning, Inc. 1RBC Capital Markets, LLC 1Wells Fargo Advisors Financial Network, 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 Santa Rosa Beach, FL?
7 SEC-registered investment adviser representatives at firm offices in Santa Rosa Beach, Florida list the CFP designation; Commonwealth Financial Network 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 Santa Rosa Beach?
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.