Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mobile, AL
Every SEC-registered financial advisor at a firm office in Mobile who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Mobile; the most are at LPL Financial LLC (2). 16 are also registered broker representatives.
CFP advisors in Mobile, A to Z
Every advisor in Mobile →- Ronald AllenLPL Financial LLC · Certified Financial Planner
- Celia M. BaehrCelia Mann Baehr, Cfp · Certified Financial Planner
- Greg A. BowenWilkins Miller Wealth Management, LLC · Certified Financial Planner
- David B. ChaffeRaymond James & Associates, Inc. · Certified Financial Planner
- John N. FergusonSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John GarrettEdward Jones · Certified Financial Planner
- Stephen M. HaidtRetirement Advisors, Inc. · Certified Financial Planner
- Charles R. Hanes IIILeavell Investment Management, Inc. · Certified Financial Planner
- Derek M. LouchWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kelsey R. LovettAmeriprise Financial Services, LLC · Certified Financial Planner
- Charles R. Mayhall IIILPL Financial LLC · Certified Financial Planner
- Andrew S. PassmoreOsaic Wealth, Inc. · Certified Financial Planner
- Christopher R. PiercePark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Norman D. PitmanLeavell Investment Management, Inc. · Certified Financial Planner
- Charlene F. ReyesCetera Investment Advisers LLC · Certified Financial Planner
- James E. SandiferWaverly Advisors, LLC · Certified Financial Planner
- John E. ThompsonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David M. TresslerEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- David B. WalkerRaymond James & Associates, Inc. · Certified Financial Planner
- Hayden A. WhetstoneMorgan Stanley · Certified Financial Planner
- Billy R. WilliamsWilliams Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Jonathan C. ZimlichPark Avenue Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Mobile
LPL Financial LLC 2Leavell Investment Management, Inc. 2Park Avenue Securities LLC 2Raymond James & Associates, Inc. 2Ameriprise Financial Services, LLC 1Celia Mann Baehr, Cfp 1Cetera Investment Advisers LLC 1Edward Jones 1Equitable Advisors, LLC 1Morgan Stanley 1Osaic Wealth, Inc. 1Retirement Advisors, Inc. 1Steward Partners Investment Advisory, LLC 1Waverly Advisors, LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Alabama cities
All of Alabama →Birmingham 208Huntsville 64Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Homewood 11Daphne 10Madison 10Dothan 9Florence 7Opelika 6Auburn 5Gadsden 5Vestavia 5Alexander City 3Anniston 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3
Questions
How many CFP financial advisors are in Mobile, AL?
22 SEC-registered investment adviser representatives at firm offices in Mobile, Alabama list the CFP designation; LPL Financial 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 Mobile?
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.