Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tallahassee, FL
Every SEC-registered financial advisor at a firm office in Tallahassee who lists the Certified Financial Planner designation, A to Z.
36 CFP professionals work in Tallahassee; the most are at LPL Financial LLC (9). 20 are also registered broker representatives.
CFP advisors in Tallahassee, A to Z
Every advisor in Tallahassee →- Philip J. AmbroseCalton & Associates, Inc. · Certified Financial Planner
- Travis S. Barnes Jr.LPL Financial LLC · Certified Financial Planner
- Andrew J. BascomLPL Financial LLC · Certified Financial Planner
- Michael A. BellLPL Financial LLC · Certified Financial Planner
- Sherwood L. Brown Sr.Eagle Strategies LLC · Certified Financial Planner
- Elizabeth BruerSmith Bruer · Certified Financial Planner
- Rene L. BruerSmith Bruer · Certified Financial Planner
- Donald A. ButcherSeven Hills Financial, LLC · Certified Financial Planner
- Michael J. CappadonaSeven Mile Advisory LLC · Certified Financial Planner
- Mary K. ClarkLPL Financial LLC · Certified Financial Planner
- Joshua A. CliffordWealth Management Corporation · Certified Financial Planner
- Emily L. DarosaSeven Mile Advisory LLC · Certified Financial Planner
- Michael P. DavinoLPL Financial LLC · Certified Financial Planner
- Bruce A. HaganLanark Financial, Inc. · Certified Financial Planner
- Todd M. HarperLPL Financial LLC · Certified Financial Planner
- Don P. Hartshorne IIEdward Jones · Certified Financial Planner
- Charles E. Hatch Jr.LPL Financial LLC · Certified Financial Planner
- Steven M. HiragaSmith Bruer · Certified Financial Planner
- Ryan S. HorakWealth Management Corporation · Certified Financial Planner
- William S. HorakWealth Management Corporation · Certified Financial Planner
- Tyler J. HustonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Theresa G. JacksonIndependent Advisor Alliance, LLC · Certified Financial Planner
- Robert KenonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Renee N. LanglaisMariner · Certified Financial Planner
- Austin M. MallLPL Financial LLC · Certified Financial Planner
- Jose I. Marques IIIMai Capital Management, LLC · Certified Financial Planner
- William S. McCloudLevel Four Advisory Services · Certified Financial Planner
- Trent E. MeewesSeven Hills Financial, LLC · Certified Financial Planner
- Frank J. MercerSoutheast Asset Advisors, LLC · Certified Financial Planner
- Alison H. MewborneSeven Hills Financial, LLC · Certified Financial Planner
- Jennifer T. NashAmeriprise Financial Services, LLC · Certified Financial Planner
- Gary G. ParsonsLPL Financial LLC · Certified Financial Planner
- George W. PikounisPrime Capital Financial · Certified Financial Planner
- Joseph A. SundaySmith Bruer · Certified Financial Planner
- Robert S. VedderIntegrated Wealth Concepts LLC · Certified Financial Planner
- Robin K. VernonMML Investors Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Tallahassee
LPL Financial LLC 9Smith Bruer 4Independent Advisor Alliance, LLC 3Seven Hills Financial, LLC 3Wealth Management Corporation 3MML Investors Services, LLC 2Seven Mile Advisory LLC 2Ameriprise Financial Services, LLC 1Calton & Associates, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cypress Capital 1Eagle Strategies LLC 1Edward Jones 1Integrated Wealth Concepts LLC 1Lanark Financial, 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 38Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Tallahassee, FL?
36 SEC-registered investment adviser representatives at firm offices in Tallahassee, Florida list the CFP designation; LPL Financial LLC employs the most of them (9).
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 Tallahassee?
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.