Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oro Valley, AZ
Every SEC-registered financial advisor at a firm office in Oro Valley who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Oro Valley; the most are at Edward Jones (3). 5 are also registered broker representatives.
CFP advisors in Oro Valley, A to Z
Every advisor in Oro Valley →- John P. DavisNrg Wealth Management · Certified Financial Planner
- Ryan E. GrahamWedmont Private Capital · Certified Financial Planner, Chartered Financial Analyst
- Bryn M. HendersonEdward Jones · Certified Financial Planner
- Peggy A. KleinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Michael B. McGlameryLPL Financial LLC · Certified Financial Planner
- Stefanie A. MorganNrg Wealth Management · Certified Financial Planner
- Martin J. PhilpotWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark-Christopher B. WeissEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Oro Valley
Edward Jones 3Nrg Wealth Management 2LPL Financial LLC 1Wedmont Private Capital 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Flagstaff 15Surprise 8Cave Creek 6Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3
Questions
How many CFP financial advisors are in Oro Valley, AZ?
8 SEC-registered investment adviser representatives at firm offices in Oro Valley, Arizona list the CFP designation; Edward Jones employs the most of them (3).
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 Oro Valley?
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.