Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Spring Hill, FL
Every SEC-registered financial advisor at a firm office in Spring Hill who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Spring Hill; the most are at Campbell & Company Wealth Management, LLC (1). 4 are also registered broker representatives.
CFP advisors in Spring Hill, A to Z
Every advisor in Spring Hill →- Jacquelyn R. CampbellCampbell & Company Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- Heather M. CoyleLPL Financial LLC · Certified Financial Planner
- Jordan C. DrinkhouseGlow Financial Planning LLC · Certified Financial Planner
- Ryan P. McClellandJ. W. Cole Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Benjamin D. PrescottOsaic Wealth, Inc. · Certified Financial Planner
- Scott D. PuganRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Spring Hill
Campbell & Company Wealth Management, LLC 1Glow Financial Planning LLC 1J. W. Cole Advisors, Inc. 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 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 Spring Hill, FL?
6 SEC-registered investment adviser representatives at firm offices in Spring Hill, Florida list the CFP designation; Campbell & Company Wealth Management, LLC 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 Spring Hill?
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.