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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Sun City, AZ

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

4 CFP professionals work in Sun City; the most are at Ae Wealth Management, LLC (1). 2 are also registered broker representatives.

CFP advisors in Sun City, A to Z

Every advisor in Sun City →

Firms with the most CFP professionals in Sun City

Ae Wealth Management, LLC 1LPL Financial LLC 1Triton Wealth Management, Pllc 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 15Oro Valley 8Surprise 8Cave Creek 6Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Green Valley 3

Questions

How many CFP financial advisors are in Sun City, AZ?

4 SEC-registered investment adviser representatives at firm offices in Sun City, Arizona list the CFP designation; Ae Wealth Management, LLC 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 Sun City?

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.