Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wellington, FL
Every SEC-registered financial advisor at a firm office in Wellington who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Wellington; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Wellington, A to Z
Every advisor in Wellington →- Bernardo ArcosEdward Jones · Certified Financial Planner
- Benjamin G. BoyntonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Douglas J. MarcelloEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sergio A. MariacaMariaca Wealth Management, LLC · Certified Financial Planner
- Erik C. ParkLPL Financial LLC · Certified Financial Planner
- Dana M. PerezMariaca Wealth Management, LLC · Certified Financial Planner
- Paige PowerStrategic Advisers LLC · Certified Financial Planner
- Margret H. SchrantRaymond James & Associates, Inc. · Certified Financial Planner
- Andrew T. TrammellTrammell Wealth · Certified Financial Planner
Firms with the most CFP professionals in Wellington
Edward Jones 2Mariaca Wealth Management, LLC 2LPL Financial LLC 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1Trammell Wealth 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 Wellington, FL?
9 SEC-registered investment adviser representatives at firm offices in Wellington, Florida list the CFP designation; Edward Jones employs the most of them (2).
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 Wellington?
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.