Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sun City Center, FL
Every SEC-registered financial advisor at a firm office in Sun City Center who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Sun City Center; the most are at Osaic Wealth, Inc. (2). 6 are also registered broker representatives.
CFP advisors in Sun City Center, A to Z
Every advisor in Sun City Center →- Scott G. AllisonOsaic Wealth, Inc. · Certified Financial Planner
- James P. BerndtOsaic Wealth, Inc. · Certified Financial Planner
- Richard P. BulcavageMoney Concepts Capital Corp. · Certified Financial Planner
- Richard J. RiosWells Fargo Clearing Services, LLC · Certified Financial Planner
- Daniel W. WalshTruist Advisory Services, Inc. · Certified Financial Planner
- Jonathan D. WilkinsLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Sun City Center
Osaic Wealth, Inc. 2LPL Financial LLC 1Money Concepts Capital Corp. 1Truist Advisory Services, Inc. 1Wells Fargo Clearing 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 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Sun City Center, FL?
6 SEC-registered investment adviser representatives at firm offices in Sun City Center, Florida list the CFP designation; Osaic Wealth, Inc. employs the most of them (2).
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 Sun City Center?
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.