Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Burbank, CA
Every SEC-registered financial advisor at a firm office in Burbank who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Burbank; the most are at LPL Financial LLC (3). 13 are also registered broker representatives.
CFP advisors in Burbank, A to Z
Every advisor in Burbank →- Richard V. Bertain Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Trevor M. ColeCetera Investment Advisers LLC · Certified Financial Planner
- Russell T. DoeRussell Doe Financial Services · Certified Financial Planner
- Christopher EllisLPL Financial LLC · Certified Financial Planner
- Joseph C. GittoEdward Jones · Certified Financial Planner
- Jill H. KasenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Emily E. LoganCalifornia Capital Management · Certified Financial Planner
- Benjamin LupuKensington Ami, LLC · Certified Financial Planner
- Stuart NgD.A. Davidson & Co. · Certified Financial Planner
- William P. NugentConvey Wealth LLC · Certified Financial Planner
- Troy R. PetersonPgp Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Bradley J. SaloCalifornia Capital Management · Certified Financial Planner
- Peter ShuStrategic Advisers LLC · Certified Financial Planner
- Leor SolomonLPL Financial LLC · Certified Financial Planner
- Gary M. StrangisEdward Jones · Certified Financial Planner
- Cameron M. ThorntonCetera Investment Advisers LLC · Certified Financial Planner
- Maria E. UribeLPL Financial LLC · Certified Financial Planner
- Gregory A. VojtanekFade In Financial · Certified Financial Planner
- Kelly WooBene Wealth Management Company · Certified Financial Planner
Firms with the most CFP professionals in Burbank
LPL Financial LLC 3California Capital Management 2Cetera Investment Advisers LLC 2Cta Wealth Advisors, Inc. 2Edward Jones 2Ameriprise Financial Services, LLC 1Bene Wealth Management Company 1Convey Wealth LLC 1D.A. Davidson & Co. 1Fade In Financial 1Kensington Ami, LLC 1Pgp Wealth Services, LLC 1Russell Doe Financial Services 1Strategic Advisers LLC 1Wells Fargo Advisors Financial Network, 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 Burbank, CA?
19 SEC-registered investment adviser representatives at firm offices in Burbank, California list the CFP designation; LPL Financial LLC 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 Burbank?
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.