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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Anniston, AL

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

3 CFP professionals work in Anniston; the most are at Wells Fargo Advisors Financial Network, LLC (2). 3 are also registered broker representatives.

CFP advisors in Anniston, A to Z

Every advisor in Anniston →
  • Nancy C. LiphamWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Justin MarshWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • John D. TroncaleWells Fargo Advisors Financial Network, LLC · Certified Financial Planner

Firms with the most CFP professionals in Anniston

Wells Fargo Advisors Financial Network, LLC 2Wells Fargo Clearing Services, LLC 1

CFP advisors in other Alabama cities

All of Alabama →

Birmingham 208Huntsville 64Mobile 22Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Homewood 11Daphne 10Madison 10Dothan 9Florence 7Opelika 6Auburn 5Gadsden 5Vestavia 5Alexander City 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3

Questions

How many CFP financial advisors are in Anniston, AL?

3 SEC-registered investment adviser representatives at firm offices in Anniston, Alabama list the CFP designation; Wells Fargo Advisors Financial Network, LLC 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 Anniston?

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.