Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Buckeye, AZ
Every SEC-registered financial advisor at a firm office in Buckeye who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Buckeye; the most are at LPL Financial LLC (2). 3 are also registered broker representatives.
CFP advisors in Buckeye, A to Z
Every advisor in Buckeye →- Kimberly A. BridgesXypn Sapphire · Certified Financial Planner
- Christopher T. CarltonNorth Wind And Sun Advisory LLC · Certified Financial Planner
- Michael D. LopezLPL Financial LLC · Certified Financial Planner
- Paul R. LyonLPL Financial LLC · Certified Financial Planner
- Jason A. MedinAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Buckeye
LPL Financial LLC 2Ameriprise Financial Services, LLC 1North Wind And Sun Advisory LLC 1Xypn Sapphire 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Flagstaff 15Oro Valley 8Surprise 8Cave Creek 6Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Carefree 4Lake Havasu City 4Sun City 4Green Valley 3
Questions
How many CFP financial advisors are in Buckeye, AZ?
5 SEC-registered investment adviser representatives at firm offices in Buckeye, Arizona 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 Buckeye?
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.