Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Winter Garden, FL
Every SEC-registered financial advisor at a firm office in Winter Garden who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Winter Garden; the most are at The Life Wealth Group (3). 9 are also registered broker representatives.
CFP advisors in Winter Garden, A to Z
Every advisor in Winter Garden →- Jason L. BraatzPine Valley Investments · Certified Financial Planner
- Todd A. BryantRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bradley J. BusbinThe Life Wealth Group · Certified Financial Planner
- Timothy J. CliffordCore Wealth Consultants, LLC · Certified Financial Planner
- Malik J. FarrJ.P. Morgan Securities LLC · Certified Financial Planner
- Keith A. HensleyFlorida Financial Planning LLC · Certified Financial Planner
- Paul JonesTruist Advisory Services, Inc. · Certified Financial Planner
- Hilgardt W. LamprechtThe Life Wealth Group · Certified Financial Planner
- Andrew W. Prescott IIISherman Wealth Management LLC · Certified Financial Planner
- Richard P. SampsonThe Life Wealth Group · Certified Financial Planner
- Ronda J. WilsonCetera Investment Advisers LLC · Certified Financial Planner
- William T. WinslowEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Winter Garden
The Life Wealth Group 3Cetera Investment Advisers LLC 1Core Wealth Consultants, LLC 1Edward Jones 1Florida Financial Planning LLC 1J.P. Morgan Securities LLC 1Ocean Breeze Wealth LLC 1Pine Valley Investments 1Raymond James Financial Services Advisors, Inc. 1Sherman Wealth Management LLC 1Truist Advisory Services, 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 Winter Garden, FL?
12 SEC-registered investment adviser representatives at firm offices in Winter Garden, Florida list the CFP designation; The Life Wealth Group employs the most of them (3).
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 Winter Garden?
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.