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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Yuma, AZ

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

6 CFP professionals work in Yuma; the most are at Edward Jones (3). 4 are also registered broker representatives.

CFP advisors in Yuma, A to Z

Every advisor in Yuma →

Firms with the most CFP professionals in Yuma

Edward Jones 3Adair Wealth Management 1Cwm, LLC 1J.P. Morgan Securities 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 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3

Questions

How many CFP financial advisors are in Yuma, AZ?

6 SEC-registered investment adviser representatives at firm offices in Yuma, 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 Yuma?

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.