Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in The Villages, FL
Every SEC-registered financial advisor at a firm office in The Villages who lists the Certified Financial Planner designation, A to Z.
The short answer
20 CFP professionals work in The Villages; the most are at LPL Financial LLC (5). 12 are also registered broker representatives.
CFP advisors in The Villages, A to Z
Every advisor in The Villages →- Kelly E. BurkheadParady Wealth Management · Certified Financial Planner
- William S. Campbell Jr.LPL Financial LLC · Certified Financial Planner
- Ronald K. CarusoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. CaseyBelpointe Asset Management LLC · Certified Financial Planner
- Huddie L. Cheney IIIStructured Portfolio Solutions, LLC · Certified Financial Planner
- David ChristianStrategic Advisers LLC · Certified Financial Planner
- Samantha N. CookStrategic Advisers LLC · Certified Financial Planner
- Joshua W. CruzBucket List Wealth Management, LLC · Certified Financial Planner
- Wayne R. DaviesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Luke EmersonEdward Jones · Certified Financial Planner
- Nicholas GovolaLPL Financial LLC · Certified Financial Planner
- Roger A. HubleyNetworth Asset Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kathleen A. LaseterParady Wealth Management · Certified Financial Planner
- Eric A. LinnLPL Financial LLC · Certified Financial Planner
- William A. Losey IIIBill Losey Retirement Solutions, LLC · Certified Financial Planner
- Zechariah A. MonteraLPL Financial LLC · Certified Financial Planner
- Jorge A. RomeroDestiny Wealth Partners, LLC · Certified Financial Planner
- Richard A. Stebbins Jr.Richard A. Stebbins CPA Cfp · Certified Financial Planner
- Charles B. ThompsonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Scott WindsorLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in The Villages
LPL Financial LLC 5Parady Wealth Management 2Strategic Advisers LLC 2Ameriprise Financial Services, LLC 1Belpointe Asset Management LLC 1Bill Losey Retirement Solutions, LLC 1Bucket List Wealth Management, LLC 1Cetera Investment Advisers LLC 1Destiny Wealth Partners, LLC 1Edward Jones 1Networth Asset Management, Inc. 1Raymond James & Associates, Inc. 1Richard A. Stebbins CPA Cfp 1Structured Portfolio Solutions, 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 The Villages, FL?
20 SEC-registered investment adviser representatives at firm offices in The Villages, Florida list the CFP designation; LPL Financial LLC employs the most of them (5).
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 The Villages?
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.