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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tampa, FL

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

351 CFP professionals work in Tampa; the most are at J. W. Cole Advisors, Inc. (34). 223 are also registered broker representatives.

CFP advisors in Tampa, A to Z

Every advisor in Tampa →

Firms with the most CFP professionals in Tampa

J. W. Cole Advisors, Inc. 34Concurrent Investment Advisors, LLC 23Independent Financial Partners 21LPL Financial LLC 16Fisher Investments 14Cetera Investment Advisers LLC 12Ameriprise Financial Services, LLC 9Captrust 9Strategic Advisers LLC 8Charles Schwab & Co., Inc. 7Sequoia Financial Group, L.L.C. 7Edward Jones 6Raymond James & Associates, Inc. 6Calton & Associates, Inc. 5Ernst & Young Investment Advisers LLP 5

CFP advisors in other Florida cities

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Boca 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 32Ft. Lauderdale 30

Questions

How many CFP financial advisors are in Tampa, FL?

351 SEC-registered investment adviser representatives at firm offices in Tampa, Florida list the CFP designation; J. W. Cole Advisors, Inc. employs the most of them (34).

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 Tampa?

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.