Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Eagle River, AK
Every SEC-registered financial advisor at a firm office in Eagle River who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Eagle River; the most are at Avier Wealth Advisors (1). 0 are also registered broker representatives.
CFP advisors in Eagle River, A to Z
Every advisor in Eagle River →- Katelynn A. TothAvier Wealth Advisors · Certified Financial Planner
Firms with the most CFP professionals in Eagle River
CFP advisors in other Alaska cities
All of Alaska →Questions
How many CFP financial advisors are in Eagle River, AK?
1 SEC-registered investment adviser representatives at firm offices in Eagle River, Alaska list the CFP designation; Avier Wealth Advisors 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 Eagle River?
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.