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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Tan Valley, AZ

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

3 CFP professionals work in San Tan Valley; the most are at Cambridge Investment Research Advisors, Inc. (1). 2 are also registered broker representatives.

CFP advisors in San Tan Valley, A to Z

Every advisor in San Tan Valley →

Firms with the most CFP professionals in San Tan Valley

Cambridge Investment Research Advisors, Inc. 1Highpoint Planning Partners 1LPL Financial 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 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4

Questions

How many CFP financial advisors are in San Tan Valley, AZ?

3 SEC-registered investment adviser representatives at firm offices in San Tan Valley, Arizona list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).

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 San Tan 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.