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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Venice, FL

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

22 CFP professionals work in Venice; the most are at Fourthought Financial Partners, LLC. (4). 12 are also registered broker representatives.

CFP advisors in Venice, A to Z

Every advisor in Venice →

Firms with the most CFP professionals in Venice

Fourthought Financial Partners, LLC. 4Wells Fargo Advisors Financial Network, LLC 2Wells Fargo Clearing Services, LLC 2Allstate Financial Advisors, LLC 1Apforia 1Edward Jones 1Fiduciary Consulting Group, Inc. 1Fisher Investments 1Grimes & Company 1LPL Financial LLC 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Stifel, Nicolaus & Company, Incorporated 1Tbh Global Asset Management, 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 Venice, FL?

22 SEC-registered investment adviser representatives at firm offices in Venice, Florida list the CFP designation; Fourthought Financial Partners, LLC. employs the most of them (4).

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 Venice?

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.