Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Batesville, AR

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

4 CFP professionals work in Batesville; the most are at Ameriprise Financial Services, LLC (2). 4 are also registered broker representatives.

CFP advisors in Batesville, A to Z

Every advisor in Batesville →

Richard A. CasterEdward Jones · Certified Financial Planner
Randy CrossEdward Jones · Certified Financial Planner
Thomas S. MartinAmeriprise Financial Services, LLC · Certified Financial Planner
Andrew WalmsleyAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Batesville

Ameriprise Financial Services, LLC 2 Edward Jones 2

CFP advisors in other Arkansas cities

All of Arkansas →

Little Rock 72 Rogers 19 Fayetteville 14 North Little Rock 12 Mountain Home 9 Bentonville 8 Conway 5 Jonesboro 5 Fort Smith 4 Hot Springs 4 Lowell 4 Russellville 4 El Dorado 3 Hot Springs Village 3 Monticello 3 Searcy 3 Siloam Springs 3 Springdale 3

Questions

How many CFP financial advisors are in Batesville, AR?

4 SEC-registered investment adviser representatives at firm offices in Batesville, Arkansas list the CFP designation; Ameriprise Financial Services, 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 Batesville?

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.