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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dothan, AL

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

The short answer

9 CFP professionals work in Dothan; the most are at Wells Fargo Advisors Financial Network, LLC (3). 7 are also registered broker representatives.

CFP advisors in Dothan, A to Z

Every advisor in Dothan →
  • Allison S. DotyCapsouth Wealth Management · Certified Financial Planner
  • Roy FabbriniWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Craig PittmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Samuel W. RobinsonPark Avenue Securities LLC · Certified Financial Planner
  • Blake SeymourEdward Jones · Certified Financial Planner
  • Cory SingletaryArkadios Wealth Advisors · Certified Financial Planner
  • Ronald W. SommerEdward Jones · Certified Financial Planner
  • Daniel K. TewJackson Thornton Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
  • Kenneth M. WoodhamWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Dothan

Wells Fargo Advisors Financial Network, LLC 3Edward Jones 2Arkadios Wealth Advisors 1Capsouth Wealth Management 1Jackson Thornton Wealth Management, LLC 1Park Avenue Securities LLC 1

CFP advisors in other Alabama cities

All of Alabama →

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

Questions

How many CFP financial advisors are in Dothan, AL?

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

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.