Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in St Pete Beach, FL

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

3 CFP professionals work in St Pete Beach; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in St Pete Beach, A to Z

Every advisor in St Pete Beach →

Nicholas R. BiddleOsaic Wealth, Inc. · Certified Financial Planner
Eric M. FeltyEquity Advisors Of Kentucky Inc. · Certified Financial Planner
Scott N. O'BerryEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in St Pete Beach

Edward Jones 1 Equity Advisors Of Kentucky Inc. 1 Osaic Wealth, Inc. 1

CFP advisors in other Florida cities

All of Florida →

Tampa 351 Boca Raton 179 Orlando 175 Palm Beach Gardens 163 Sarasota 161 Naples 155 Jacksonville 137 Miami 118 Coral Gables 96 St. Petersburg 88 West Palm Beach 81 Clearwater 79 Winter Park 79 Fort Lauderdale 63 Fort Myers 52 Melbourne 48 Ponte Vedra Beach 45 Bradenton 42 Jupiter 38 Tallahassee 36 Lakewood Ranch 35 Plantation 35 Stuart 34 Lakeland 32

Questions

How many CFP financial advisors are in St Pete Beach, FL?

3 SEC-registered investment adviser representatives at firm offices in St Pete Beach, Florida list the CFP designation; Edward Jones 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 St Pete 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.