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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Agoura Hills, CA

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

The short answer

8 CFP professionals work in Agoura Hills; the most are at Edward Jones (2). 5 are also registered broker representatives.

CFP advisors in Agoura Hills, A to Z

Every advisor in Agoura Hills →

Firms with the most CFP professionals in Agoura Hills

Edward Jones 2Capital Guard Investments LLC 1Farther 1Financial Peak 1LPL Financial LLC 1Mutual Advisors, LLC 1Planmember Securities Corporation 1Private Advisor Group, LLC 1The Wealth Consulting Group 1

CFP advisors in other California cities

All of California →

San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Westlake Village 95Santa Barbara 94Roseville 93Folsom 83Carlsbad 82Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40

Questions

How many CFP financial advisors are in Agoura Hills, CA?

8 SEC-registered investment adviser representatives at firm offices in Agoura Hills, California list the CFP designation; Edward Jones 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 Agoura Hills?

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.