Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Huntington Beach, CA
Every SEC-registered financial advisor at a firm office in Huntington Beach who lists the Certified Financial Planner designation, A to Z.
The short answer
29 CFP professionals work in Huntington Beach; the most are at LPL Financial LLC (4). 16 are also registered broker representatives.
CFP advisors in Huntington Beach, A to Z
Every advisor in Huntington Beach →- Jennifer N. BroemelingLPL Financial LLC · Certified Financial Planner
- Michael A. DaranyOsaic Wealth, Inc. · Certified Financial Planner
- Craig A. Davis Jr.J.P. Morgan Securities LLC · Certified Financial Planner
- Anthony J. DilibertoFiduciary Planners · Certified Financial Planner
- James R. DumbeckLPL Financial LLC · Certified Financial Planner
- Harold E. Durbin IIThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
- Skyler T. ErbenFsa Investment Group, LLC · Certified Financial Planner
- Christopher J. FarisCetera Investment Advisers LLC · Certified Financial Planner
- Kate Gregory WalkerGregory Advisors Inc. · Certified Financial Planner
- Michael W. JowdyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Dennis KalininJ.P. Morgan Securities LLC · Certified Financial Planner
- Konrad KarwowskiWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scot B. LandborgCommonwealth Financial Network · Certified Financial Planner
- Daniel A. LindenbergMariner Independent · Certified Financial Planner
- Nicholas LoeffelmanCitrine Capital · Certified Financial Planner
- Mark MaclachlanStrategic Advisers LLC · Certified Financial Planner
- Fadi MansourLPL Financial LLC · Certified Financial Planner
- Peter C. MasonFoundations Investment Advisors LLC · Certified Financial Planner
- Timothy D. McVeyCentaurus Financial, Inc. · Certified Financial Planner
- David R. MillerLPL Enterprise, LLC · Certified Financial Planner
- Darren S. NorthamClay Northam Wealth Management · Certified Financial Planner
- Stephen V. PrichardHarvest Financial Advisors, Inc. · Certified Financial Planner
- Carlos A. SanchezTritonpoint Partners, LLC · Certified Financial Planner
- Donald K. ScrimgeourCore Capital Management, LLC · Certified Financial Planner
- Margaret M. SheldonLPL Financial LLC · Certified Financial Planner
- Brian L. SpahrSpahr Financial Group, LLC · Certified Financial Planner
- Jason A. SteinBluepoint Wealth Advisors · Certified Financial Planner
- Travis K. WassonOsaic Wealth, Inc. · Certified Financial Planner
- Jennifer A. Zaat-WrightPlanmember Securities Corporation · Certified Financial Planner
Firms with the most CFP professionals in Huntington Beach
LPL Financial LLC 4J.P. Morgan Securities LLC 2Osaic Wealth, Inc. 2Bluepoint Wealth Advisors 1Capital Resources And Insurance, Inc. 1Centaurus Financial, Inc. 1Cetera Investment Advisers LLC 1Citrine Capital 1Clay Northam Wealth Management 1Commonwealth Financial Network 1Core Capital Management, LLC 1Fiduciary Planners 1Foundations Investment Advisors LLC 1Fsa Investment Group, LLC 1Gregory Advisors 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 Huntington Beach, CA?
29 SEC-registered investment adviser representatives at firm offices in Huntington Beach, California list the CFP designation; LPL Financial 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 Huntington Beach?
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.