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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carefree, AZ

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

4 CFP professionals work in Carefree; the most are at Raymond James Financial Services Advisors, Inc. (2). 3 are also registered broker representatives.

CFP advisors in Carefree, A to Z

Every advisor in Carefree →

Firms with the most CFP professionals in Carefree

Raymond James Financial Services Advisors, Inc. 2Cooper McManus 1Forum Financial Management, LP 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 6Buckeye 5Lake Havasu City 4Sun City 4Green Valley 3

Questions

How many CFP financial advisors are in Carefree, AZ?

4 SEC-registered investment adviser representatives at firm offices in Carefree, Arizona list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Carefree?

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.