Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Shalimar, FL

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

The short answer

2 CFP professionals work in Shalimar; the most are at First Command Advisory Services (1). 2 are also registered broker representatives.

CFP advisors in Shalimar, A to Z

Every advisor in Shalimar →

Christopher S. WilsonFirst Command Advisory Services · Certified Financial Planner
Parker YatesStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Shalimar

First Command Advisory Services 1 Strategic Advisers LLC 1

CFP advisors in other Florida cities

All of Florida →

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

Questions

How many CFP financial advisors are in Shalimar, FL?

2 SEC-registered investment adviser representatives at firm offices in Shalimar, Florida list the CFP designation; First Command Advisory Services 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 Shalimar?

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.