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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tequesta, FL

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

4 CFP professionals work in Tequesta; the most are at Ameriprise Financial Services, LLC (1). 3 are also registered broker representatives.

CFP advisors in Tequesta, A to Z

Every advisor in Tequesta →

Firms with the most CFP professionals in Tequesta

Ameriprise Financial Services, LLC 1Corient 1Elevation Point Wealth Partners, LLC 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 Tequesta, FL?

4 SEC-registered investment adviser representatives at firm offices in Tequesta, Florida list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Tequesta?

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.