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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in St. Petersburg, FL

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

88 CFP professionals work in St. Petersburg; the most are at Raymond James & Associates, Inc. (32). 58 are also registered broker representatives.

CFP advisors in St. Petersburg, A to Z

Every advisor in St. Petersburg →

Firms with the most CFP professionals in St. Petersburg

Raymond James & Associates, Inc. 32Raymond James Financial Services Advisors, Inc. 8Corient 7Ars Wealth Advisors 6Capital Analysts 3Lincoln Investment 3Charles Schwab & Co., Inc. 2Cyndeo Wealth Partners 2Ernst & Young Investment Advisers LLP 2Independent Financial Partners 2LPL Financial LLC 2Pink Streets Financial Planning, LLC 2Waverly Advisors, LLC 2Advisorplanner, LLC 1Ameriprise Financial 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 96West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in St. Petersburg, FL?

88 SEC-registered investment adviser representatives at firm offices in St. Petersburg, Florida list the CFP designation; Raymond James & Associates, Inc. employs the most of them (32).

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. 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.