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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Florida

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Florida, by city and A to Z.

5 registered advisors work at Cetera Planning Partners in Florida, out of 309 nationwide; it's the firm's number 16 state by advisors, and the most are in Daytona Beach (1). 0 list the CFP designation and 4 are also registered broker representatives.

Cetera Planning Partners advisors by city in Florida

Every firm in Florida →

Daytona Beach 1Jacksonville 1Port Saint Lucie 1Port St. Lucie 1Tampa 1

Cetera Planning Partners advisors in Florida, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 47Kansas 37Louisiana 31California 22Texas 20Minnesota 18New Jersey 17Indiana 12Pennsylvania 10Illinois 9South Dakota 9Michigan 8Kentucky 7Nebraska 7New York 6Tennessee 5Colorado 4North Carolina 4Ohio 4Arkansas 3Georgia 3Montana 3North Dakota 3Utah 3Wisconsin 3

Questions

How many Cetera Planning Partners financial advisors are in Florida?

5 investment adviser representatives are registered at Cetera Planning Partners offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 309 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Florida does Cetera Planning Partners have the most advisors?

Daytona Beach, with 1, then Jacksonville (1). Cetera Planning Partners has advisors in 5 cities in Florida.

How do I check a Cetera Planning Partners advisor in Florida?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.