Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chico, CA
Every SEC-registered financial advisor at a firm office in Chico who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Chico; the most are at LPL Financial LLC (3). 10 are also registered broker representatives.
CFP advisors in Chico, A to Z
Every advisor in Chico →- Robert B. AndersonLPL Financial LLC · Certified Financial Planner
- James A. BrazielIndependent Financial Group, LLC · Certified Financial Planner
- Steven H. CliadakisAltum Wealth Advisors · Certified Financial Planner
- Guerdon T. ElyIntegrated Advisors Network LLC · Certified Financial Planner, Chartered Financial Consultant
- Muhammad H. KhakiLPL Financial LLC · Certified Financial Planner
- Benjamin D. KnightAllworth Financial, L.P. · Certified Financial Planner
- Nicholas T. MagersMorgan Stanley · Certified Financial Planner
- Gregory J. NelsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael T. O'DonnellMai Capital Management, LLC · Certified Financial Planner
- Ryan T. O'DonnellMai Capital Management, LLC · Certified Financial Planner
- Devin J. PotterLPL Financial LLC · Certified Financial Planner
- Jeffrey M. RossCetera Investment Advisers LLC · Certified Financial Planner
- Kevin SpaffordAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Joseph D. SweeneySweeney & Michel, LLC · Certified Financial Planner
- Justin C. WallerWaller Financial Coaching · Certified Financial Planner
- Natalie WilliamsEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Chico
LPL Financial LLC 3Allworth Financial, L.P. 2Mai Capital Management, LLC 2Altum Wealth Advisors 1Cetera Investment Advisers LLC 1Edward Jones 1Independent Financial Group, LLC 1Integrated Advisors Network LLC 1Morgan Stanley 1Stifel, Nicolaus & Company, Incorporated 1Sweeney & Michel, LLC 1Waller Financial Coaching 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 Chico, CA?
16 SEC-registered investment adviser representatives at firm offices in Chico, 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 Chico?
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.