Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Campbell, CA
Every SEC-registered financial advisor at a firm office in Campbell who lists the Certified Financial Planner designation, A to Z.
34 CFP professionals work in Campbell; the most are at LPL Financial LLC (7). 26 are also registered broker representatives.
CFP advisors in Campbell, A to Z
Every advisor in Campbell →- Larry N. BehageBehage Financial · Certified Financial Planner
- Tyler M. BrockBeacon Pointe Advisors, LLC · Certified Financial Planner
- Ryan E. BrodyPark Avenue Securities LLC · Certified Financial Planner
- Craig S. BrooksLPL Financial LLC · Certified Financial Planner
- Sean BuxtonHightower Advisors, LLC · Certified Financial Planner
- Samuel B. CannonCetera Investment Advisers LLC · Certified Financial Planner
- Neelesh R. ChampaneriModern Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Vanessa C. De IngardiaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Antonio J. Del CastilloStrategic Advisers LLC · Certified Financial Planner
- Anne X. DingPark Avenue Securities LLC · Certified Financial Planner
- Christopher A. DukeMutual Advisors, LLC · Certified Financial Planner
- Paula C. Ferreira SoaresLPL Financial LLC · Certified Financial Planner
- Daniel F. FlynnCommonwealth Financial Network · Certified Financial Planner
- Lisa A. FurlongCetera Investment Advisers LLC · Certified Financial Planner
- Timothy G. GarnerPark Avenue Securities LLC · Certified Financial Planner
- Sirivanh HarrisLPL Financial LLC · Certified Financial Planner
- Jerry HeAllworth Financial, L.P. · Certified Financial Planner
- David M. HicksPetersen And Hicks · Certified Financial Planner
- Jacob HoganStrategic Advisers LLC · Certified Financial Planner
- Annrose N. IsaacModern Wealth Management, LLC · Certified Financial Planner
- David L. JohansonAllworth Financial, L.P. · Certified Financial Planner
- John I. KesslerKessler Financial Services · Certified Financial Planner
- Paul S. KingLPL Financial LLC · Certified Financial Planner
- Kevin C. LangAmeriprise Financial Services, LLC · Certified Financial Planner
- Tracy F. LaseckeAllworth Financial, L.P. · Certified Financial Planner
- Michael B. LeeEdward Jones · Certified Financial Planner
- Kathryn A. LindfeltLPL Financial LLC · Certified Financial Planner
- Cheryl L. MarquezLPL Financial LLC · Certified Financial Planner
- Jeffrey MigneaultEdward Jones · Certified Financial Planner
- David M. ParkesPark Avenue Securities LLC · Certified Financial Planner
- Scott J. PearringSeek First Inc. · Certified Financial Planner
- Elier A. PerazaCetera Investment Advisers LLC · Certified Financial Planner
- Larysa A. PrytulaLPL Financial LLC · Certified Financial Planner
- Pamela L. YouSchwab Wealth Advisory, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Campbell
LPL Financial LLC 7Park Avenue Securities LLC 4Allworth Financial, L.P. 3Cetera Investment Advisers LLC 3Edward Jones 2Modern Wealth Management, LLC 2Strategic Advisers LLC 2Ameriprise Financial Services, LLC 1Beacon Pointe Advisors, LLC 1Behage Financial 1Clearbridge Financial 1Commonwealth Financial Network 1Hightower Advisors, LLC 1Kessler Financial Services 1Mutual 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 Campbell, CA?
34 SEC-registered investment adviser representatives at firm offices in Campbell, California list the CFP designation; LPL Financial LLC employs the most of them (7).
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 Campbell?
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.