Why Work With an Accredited Portfolio Management Advisor™ Professional

An Accredited Portfolio Management Advisor™ (APMA®) is a finance professional specializing in creating, managing, and growing investment portfolios. APMA® credential holders are recognized in the industry as experts in asset allocation, investment analysis, risk analysis, and other facets of investment management.

APMA® ACCREDITATION REQUIREMENTS:

To be entitled to use this mark, candidates must successfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.

Applicants must disclose any criminal, civil, or other proceedings related to their professional conduct. CFFP thoroughly reviews each application before individuals receive accreditation.

All APMA® designees must sign a commitment to ongoing continuing education credit to ensure that they stay current in the field.

Accredited Portfolio Management Advisor™, and the APMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

The four most dangerous words in investing are ‘This time it's different.’
John Templeton

SPEAK WITH AN ADVISOR

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.