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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gulf Shores, AL

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

3 CFP professionals work in Gulf Shores; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

CFP advisors in Gulf Shores, A to Z

Every advisor in Gulf Shores →

Firms with the most CFP professionals in Gulf Shores

Cetera Investment Advisers LLC 1Edward Jones 1Wells Fargo Advisors Financial Network, 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 3Anniston 3Cullman 3Decatur 3Mountain Brook 3

Questions

How many CFP financial advisors are in Gulf Shores, AL?

3 SEC-registered investment adviser representatives at firm offices in Gulf Shores, Alabama list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Gulf Shores?

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.