Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Vestavia Hills, AL
Every SEC-registered financial advisor at a firm office in Vestavia Hills who lists the Certified Financial Planner designation, A to Z.
The short answer
22 CFP professionals work in Vestavia Hills; the most are at Rfg Advisory, LLC (14). 7 are also registered broker representatives.
CFP advisors in Vestavia Hills, A to Z
Every advisor in Vestavia Hills →- Zachary H. BullockSunburst Financial Group, LLC · Certified Financial Planner
- Davis W. EnnisSunburst Financial Group, LLC · Certified Financial Planner
- Rory K. HartmannRfg Advisory, LLC · Certified Financial Planner
- Micheal D. HeckmanRfg Advisory, LLC · Certified Financial Planner
- William P. KingRfg Advisory, LLC · Certified Financial Planner
- Daniel J. KleinRfg Advisory, LLC · Certified Financial Planner
- Ryan G. LeddenRfg Advisory, LLC · Certified Financial Planner
- Casey T. MarshallRfg Advisory, LLC · Certified Financial Planner
- James R. MartinSunburst Financial Group, LLC · Certified Financial Planner
- Joseph A. PrestigiacomoRfg Advisory, LLC · Certified Financial Planner
- Robert B. RheaSunburst Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles J. SchilleciRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jonathan S. SlaterRfg Advisory, LLC · Certified Financial Planner
- Hunter J. SmithKestra Advisory Services, LLC · Certified Financial Planner
- Michael P. SmithRfg Advisory, LLC · Certified Financial Planner
- James D. SumpterRfg Advisory, LLC · Certified Financial Planner
- Amber L. TerakedisPlante Moran Financial Advisors · Certified Financial Planner
- Christopher Van BurenRfg Advisory, LLC · Certified Financial Planner
- Caleb W. VaughanRfg Advisory, LLC · Certified Financial Planner
- Lucas K. WandellRfg Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan C. WhitleyRfg Advisory, LLC · Certified Financial Planner
- Jonathan M. WinzelerSunburst Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Vestavia Hills
Rfg Advisory, LLC 14Sunburst Financial Group, LLC 5Kestra Advisory Services, LLC 1Plante Moran Financial Advisors 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Alabama cities
All of Alabama →Birmingham 208Huntsville 64Mobile 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 Vestavia Hills, AL?
22 SEC-registered investment adviser representatives at firm offices in Vestavia Hills, Alabama list the CFP designation; Rfg Advisory, LLC employs the most of them (14).
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 Hills?
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.