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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Florence, KY

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

8 CFP professionals work in Florence; the most are at Fifth Third Securities, Inc. (2). 8 are also registered broker representatives.

CFP advisors in Florence, A to Z

Every advisor in Florence →
  • David J. CoppageRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Christa L. KnollmanAmeriprise Financial Services, LLC · Certified Financial Planner
  • Mitch LawsonFifth Third Securities, Inc. · Certified Financial Planner
  • Jacqueline N. LevoirRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Nan E. MattesonFifth Third Securities, Inc. · Certified Financial Planner
  • Craig A. MiddendorfIndependent Financial Partners · Certified Financial Planner
  • Barry S. MillsonEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nathan E. RogersValic Financial Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Florence

Fifth Third Securities, Inc. 2Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Equitable Advisors, LLC 1Independent Financial Partners 1Valic Financial Advisors, Inc. 1

CFP advisors in other Kentucky cities

All of Kentucky →

Louisville 171Lexington 97Covington 33Bowling Green 18Paducah 17Owensboro 12Elizabethtown 6Fort Mitchell 4Fort Wright 4Ft. Mitchell 4Madisonville 4Nicholasville 4Richmond 4Somerset 4Danville 3Edgewood 3Henderson 3Lawrenceburg 3Mt. Sterling 3Prospect 3Shelbyville 3Villa Hills 3

Questions

How many CFP financial advisors are in Florence, KY?

8 SEC-registered investment adviser representatives at firm offices in Florence, Kentucky list the CFP designation; Fifth Third Securities, Inc. 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 Florence?

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.