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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Vestavia, AL

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

5 CFP professionals work in Vestavia; the most are at Bcr Wealth Strategies (3). 2 are also registered broker representatives.

CFP advisors in Vestavia, A to Z

Every advisor in Vestavia →

Firms with the most CFP professionals in Vestavia

Bcr Wealth Strategies 3Edward Jones 1Northwestern Mutual Investment 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 5Alexander City 3Anniston 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3

Questions

How many CFP financial advisors are in Vestavia, AL?

5 SEC-registered investment adviser representatives at firm offices in Vestavia, Alabama list the CFP designation; Bcr Wealth Strategies 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 Vestavia?

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.