Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cerritos, CA
Every SEC-registered financial advisor at a firm office in Cerritos who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Cerritos; the most are at Cetera Investment Advisers LLC (1). 4 are also registered broker representatives.
CFP advisors in Cerritos, A to Z
Every advisor in Cerritos →- Richard L. Gilliland Jr.LPL Financial LLC · Certified Financial Planner
- Eugene K. LamCetera Investment Advisers LLC · Certified Financial Planner
- Richard MagdalenoLatitude Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey R. MizrahiRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Cerritos
Cetera Investment Advisers LLC 1LPL Financial LLC 1Latitude Advisors, LLC 1Raymond James & Associates, Inc. 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 Cerritos, CA?
4 SEC-registered investment adviser representatives at firm offices in Cerritos, California list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).
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 Cerritos?
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.