Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Queen Creek, AZ
Every SEC-registered financial advisor at a firm office in Queen Creek who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Queen Creek; the most are at LPL Financial LLC (2). 4 are also registered broker representatives.
CFP advisors in Queen Creek, A to Z
Every advisor in Queen Creek →- Gary E. AltCreative Planning · Certified Financial Planner
- Pierce AndersonLPL Financial LLC · Certified Financial Planner
- John M. HebertLPL Financial LLC · Certified Financial Planner
- Alex M. ParsonsStrategic Advisers LLC · Certified Financial Planner
- David E. PistorFlight Capital Management, LLC · Certified Financial Planner
- Monte L. ZilmerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Queen Creek
LPL Financial LLC 2Creative Planning 1Edward Jones 1Flight Capital Management, LLC 1Strategic Advisers LLC 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 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3
Questions
How many CFP financial advisors are in Queen Creek, AZ?
6 SEC-registered investment adviser representatives at firm offices in Queen Creek, 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 Queen Creek?
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.