Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bakersfield, CA
Every SEC-registered financial advisor at a firm office in Bakersfield who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Bakersfield; the most are at Wells Fargo Clearing Services, LLC (4). 13 are also registered broker representatives.
CFP advisors in Bakersfield, A to Z
Every advisor in Bakersfield →- Glenn O. AllenEdward Jones · Certified Financial Planner
- Lourdes M. ArrublaEdward Jones · Certified Financial Planner
- Joel D. AskewAnchor Point Financial · Certified Financial Planner
- Andrew C. BarnesEntruity Wealth, LLC · Certified Financial Planner
- Bradley C. BarnesEntruity Wealth, LLC · Certified Financial Planner
- Steven A. BarnesBarnes Wealth Management Group · Certified Financial Planner, Chartered Financial Consultant
- Shane A. BryanUBS Financial Services Inc. · Certified Financial Planner
- Garett J. ColatruglioWells Fargo Clearing Services, LLC · Certified Financial Planner
- Laurence E. MennaWealthtarget Investment Advisors, LLC · Certified Financial Planner
- Luke MingWorld Investment Advisors, LLC · Certified Financial Planner
- Julia M. MoonCommonwealth Financial Network · Certified Financial Planner
- Gary J. SampsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jon A. SampsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rick L. ScottAmeriprise Financial Services, LLC · Certified Financial Planner
- David C. SipeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dustin WeaverLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Bakersfield
Wells Fargo Clearing Services, LLC 4Edward Jones 2Entruity Wealth, LLC 2Ameriprise Financial Services, LLC 1Anchor Point Financial 1Barnes Wealth Management Group 1Commonwealth Financial Network 1LPL Financial LLC 1UBS Financial Services Inc. 1Wealthtarget Investment Advisors, LLC 1World Investment Advisors, LLC 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 Bakersfield, CA?
16 SEC-registered investment adviser representatives at firm offices in Bakersfield, California list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (4).
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 Bakersfield?
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.