Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fairbanks, AK
Every SEC-registered financial advisor at a firm office in Fairbanks who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Fairbanks; the most are at Concurrent Investment Advisors, LLC (1). 3 are also registered broker representatives.
CFP advisors in Fairbanks, A to Z
Every advisor in Fairbanks →- Roark A. HeadConcurrent Investment Advisors, LLC · Certified Financial Planner
- Christopher R. KeyesOsaic Wealth, Inc. · Certified Financial Planner
- Christine G. LuperEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Joseph P. MetivierFirst Command Advisory Services · Certified Financial Planner
- Greta Myerchin-TapeFrontier Financial Planning · Certified Financial Planner
- Ty SchommerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Fairbanks
Concurrent Investment Advisors, LLC 1Edward Jones 1First Command Advisory Services 1Frontier Financial Planning 1Osaic Wealth, Inc. 1Wealth Enhancement Advisory Services, LLC 1
CFP advisors in other Alaska cities
All of Alaska →Questions
How many CFP financial advisors are in Fairbanks, AK?
6 SEC-registered investment adviser representatives at firm offices in Fairbanks, Alaska list the CFP designation; Concurrent Investment Advisors, 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 Fairbanks?
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.