Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Prescott, AZ

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

19 CFP professionals work in Prescott; the most are at LPL Financial LLC (3). 12 are also registered broker representatives.

CFP advisors in Prescott, A to Z

Every advisor in Prescott →

Joseph M. AllenAllen Financial Partners · Certified Financial Planner
Alan A. AndersonYavapai Financial Planning, L.L.C. · Certified Financial Planner
Tate D. BassettCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Albert T. BlackDogwood Capital Management · Certified Financial Planner
Cindy L. CrossettJ. W. Cole Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
John A. DunkelCharles Schwab & Co., Inc. · Certified Financial Planner
Joseph T. GlomskiIndependent Financial Group, LLC · Certified Financial Planner
Adam P. GoldsteinLPL Financial LLC · Certified Financial Planner
Aaron L. JohnsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
Randall D. LoemkerTruepath Financial Planning · Certified Financial Planner
Michelle J. MorrisBrio Financial Planning · Certified Financial Planner
Kathleen A. NemetzStratos Wealth Partners, Ltd. · Certified Financial Planner
Jodi O. PadgettIndependent Financial Group, LLC · Certified Financial Planner
William C. ReynoldsGeneos Wealth Management, Inc. · Certified Financial Planner
Cole R. Service-BenzingLPL Financial LLC · Certified Financial Planner
Randy T. SiegelAletheian Wealth Advisors LLC · Certified Financial Planner
Jay R. SpectorStratos Wealth Partners, Ltd. · Certified Financial Planner
Kelly A. WaringLPL Financial LLC · Certified Financial Planner
Robert R. WesterhoffEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Prescott

LPL Financial LLC 3 Independent Financial Group, LLC 2 Stratos Wealth Partners, Ltd. 2 Aletheian Wealth Advisors LLC 1 Allen Financial Partners 1 Brio Financial Planning 1 Cambridge Investment Research Advisors, Inc. 1 Charles Schwab & Co., Inc. 1 Dogwood Capital Management 1 Edward Jones 1 Function Wealth Advisors LLC 1 Geneos Wealth Management, Inc. 1 J. W. Cole Advisors, Inc. 1 Percheron Consulting, LLC 1 Truepath Financial Planning 1

CFP advisors in other Arizona cities

All of Arizona →

Scottsdale 548 Phoenix 378 Tucson 109 Mesa 60 Tempe 58 Chandler 56 Gilbert 51 Peoria 26 Glendale 18 Flagstaff 15 Oro Valley 8 Surprise 8 Cave Creek 6 Fountain Hills 6 Goodyear 6 Queen Creek 6 Sedona 6 Sierra Vista 6 Yuma 6 Buckeye 5 Carefree 4 Lake Havasu City 4 Sun City 4 Green Valley 3

Questions

How many CFP financial advisors are in Prescott, AZ?

19 SEC-registered investment adviser representatives at firm offices in Prescott, Arizona list the CFP designation; LPL Financial LLC 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 Prescott?

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.