Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Vero Beach, FL
Every SEC-registered financial advisor at a firm office in Vero Beach who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Vero Beach; the most are at Raymond James Financial Services Advisors, Inc. (4). 18 are also registered broker representatives.
CFP advisors in Vero Beach, A to Z
Every advisor in Vero Beach →- Peter AndersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Edward C. BambergLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Guy L. BassiniTreasure Coast Financial Planning, Inc. · Certified Financial Planner
- Nicholas L. BruceAdvisory Services Network · Certified Financial Planner
- Douglas E. BryanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. BurnsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hakyung K. CampioneSpirepoint Private Client, LLC · Certified Financial Planner
- James C. DavisNaples Global Advisors · Certified Financial Planner
- Anthony J. Dzielski Jr.Treasure Coast Financial Planning, Inc. · Certified Financial Planner
- Clifford L. FaintychUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Amber K. Girtman JonesStrategic Advisers LLC · Certified Financial Planner
- Ramesh J. GulatiGulati Asset Management LLC · Certified Financial Planner
- Matthew HamiltonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David E. JohnsonNorthern Trust Securities, Inc. · Certified Financial Planner
- Aaron MartinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kelly S. MeindersProfessional Advisory Services Inc. · Certified Financial Planner
- Christopher J. PariosLPL Financial LLC · Certified Financial Planner
- Mark V. PettingaPettinga Financial Advisors, LLC · Certified Financial Planner
- Peter D. PrentisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joanne SardellaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David K. Sloper Jr.Osaic Wealth, Inc. · Certified Financial Planner
- David M. Smith Sr.Ausdal Financial Partners, Inc. · Certified Financial Planner
- Andrew M. StreeterEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Charles B. StrumStrategic Advisers LLC · Certified Financial Planner
- Robert J. TarlovCetera Investment Advisers LLC · Certified Financial Planner
- David J. WashburnWashburn Capital Management Inc. · Certified Financial Planner
- Robert E. WashburnWashburn Capital Management Inc. · Certified Financial Planner
- Paul A. WilliamsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Todd M. WinterAmeriprise Financial Services, LLC · Certified Financial Planner
- Richard A. YemmSecure Asset Management, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Vero Beach
Raymond James Financial Services Advisors, Inc. 4LPL Financial LLC 2Strategic Advisers LLC 2Treasure Coast Financial Planning, Inc. 2Washburn Capital Management Inc. 2Wells Fargo Clearing Services, LLC 2Advisory Services Network 1Ameriprise Financial Services, LLC 1Ausdal Financial Partners, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1Gulati Asset Management LLC 1Naples Global Advisors 1Northern Trust Securities, Inc. 1Osaic Wealth, 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 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Vero Beach, FL?
30 SEC-registered investment adviser representatives at firm offices in Vero Beach, Florida list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Vero Beach?
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.