Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Daphne, AL
Every SEC-registered financial advisor at a firm office in Daphne who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Daphne; the most are at Southern Capital Services Inc. (3). 3 are also registered broker representatives.
CFP advisors in Daphne, A to Z
Every advisor in Daphne →- Adam P. BellInternational Assets Investment Management, LLC · Certified Financial Planner
- Alan G. BradleyRwm Capital, LLC · Certified Financial Planner
- David L. BraudOsaic Wealth, Inc. · Certified Financial Planner
- Darryl W. Bryant6th Street Advisors, LLC · Certified Financial Planner
- Cleveland D. GanttGantt Financial Advisors, LLC · Certified Financial Planner
- Michelle HuntSouthern Capital Services Inc. · Certified Financial Planner
- Terry E. NagerSouthern Capital Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Wendy L. Nelson BaileySouthern Capital Services Inc. · Certified Financial Planner
- Justin M. TaylorCharter Wealth Management · Certified Financial Planner
- Nicholas C. WilsonNavy Federal Investment Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Daphne
Southern Capital Services Inc. 36th Street Advisors, LLC 1Charter Wealth Management 1Gantt Financial Advisors, LLC 1International Assets Investment Management, LLC 1Navy Federal Investment Services, LLC 1Osaic Wealth, Inc. 1Rwm Capital, LLC 1Wealth Management Consultants, LLC 1
CFP advisors in other Alabama cities
All of Alabama →Birmingham 208Huntsville 64Mobile 22Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Homewood 11Madison 10Dothan 9Florence 7Opelika 6Auburn 5Gadsden 5Vestavia 5Alexander City 3Anniston 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3
Questions
How many CFP financial advisors are in Daphne, AL?
10 SEC-registered investment adviser representatives at firm offices in Daphne, Alabama list the CFP designation; Southern Capital Services Inc. 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 Daphne?
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.