Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jonesboro, AR
Every SEC-registered financial advisor at a firm office in Jonesboro who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Jonesboro; the most are at Wells Fargo Clearing Services, LLC (2). 3 are also registered broker representatives.
CFP advisors in Jonesboro, A to Z
Every advisor in Jonesboro →- Christopher C. CopelandWells Fargo Clearing Services, LLC · Certified Financial Planner
- Logan C. JohnsonMML Investors Services, LLC · Certified Financial Planner
- Billie L. OdomCoppell Advisory Solutions LLC · Certified Financial Planner
- Mark A. RoweWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lanita L. WheetleyAurelius Family Office, LLC · Certified Financial Planner
Firms with the most CFP professionals in Jonesboro
Wells Fargo Clearing Services, LLC 2Aurelius Family Office, LLC 1Coppell Advisory Solutions LLC 1MML Investors Services, LLC 1
CFP advisors in other Arkansas cities
All of Arkansas →Little Rock 72Rogers 19Fayetteville 14North Little Rock 12Mountain Home 9Bentonville 8Conway 5Batesville 4Fort Smith 4Hot Springs 4Lowell 4Russellville 4El Dorado 3Hot Springs Village 3Monticello 3Searcy 3Siloam Springs 3Springdale 3
Questions
How many CFP financial advisors are in Jonesboro, AR?
5 SEC-registered investment adviser representatives at firm offices in Jonesboro, Arkansas list the CFP designation; Wells Fargo Clearing 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 Jonesboro?
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.