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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Stuart, FL

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

34 CFP professionals work in Stuart; the most are at Hbks Wealth Advisors (4). 22 are also registered broker representatives.

CFP advisors in Stuart, A to Z

Every advisor in Stuart →

Firms with the most CFP professionals in Stuart

Hbks Wealth Advisors 4Edward Jones 3Janney Montgomery Scott LLC 2LPL Financial LLC 2Mesirow Financial Investment Management, Inc. 2RBC Capital Markets, LLC 2Raymond James Financial Services Advisors, Inc. 2Victrix Investment Advisors 2Wells Fargo Clearing Services, LLC 2Collaborative Wealth 1Family First Financial Planning 1Index Portfolio Advisors, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Morgan Stanley 1Osaic Advisory 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 35Lakeland 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Stuart, FL?

34 SEC-registered investment adviser representatives at firm offices in Stuart, Florida list the CFP designation; Hbks Wealth Advisors employs the most of them (4).

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 Stuart?

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.