Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Redding, CA
Every SEC-registered financial advisor at a firm office in Redding who lists the Certified Financial Planner designation, A to Z.
The short answer
18 CFP professionals work in Redding; the most are at Edward Jones (5). 15 are also registered broker representatives.
CFP advisors in Redding, A to Z
Every advisor in Redding →- Patrick K. BlackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott M. BrownEdward Jones · Certified Financial Planner
- David M. BullockEdward Jones · Certified Financial Planner
- Casey A. ClureMariner Independent · Certified Financial Planner
- Farren C. ForcellaLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- James H. ForcellaLPL Financial LLC · Certified Financial Planner
- Aaron R. HatchWoven Capital, LLC · Certified Financial Planner
- Jeffrey A. KiddWells Fargo Clearing Services, LLC · Certified Financial Planner
- Richard B. KomarekRic Komarek, Cfp · Certified Financial Planner
- Catherine Lathrop-CummingsEdward Jones · Certified Financial Planner
- Parrish T. MalsonPrivate Advisor Group, LLC · Certified Financial Planner
- Brandon J. PereiraEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John M. Pohlmeyer IIEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Ann Marie TyrrellLPL Financial LLC · Certified Financial Planner
- David VigilLPL Financial LLC · Certified Financial Planner
- Tom J. WoodNwf Advisory Services Inc. · Certified Financial Planner
- Mason J. WrightStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Perry J. WrightStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Redding
Edward Jones 5LPL Financial LLC 4Stifel, Nicolaus & Company, Incorporated 2Mariner Independent 1Nwf Advisory Services Inc. 1Private Advisor Group, LLC 1Raymond James Financial Services Advisors, Inc. 1Ric Komarek, Cfp 1Wells Fargo Clearing Services, LLC 1Woven Capital, 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 Redding, CA?
18 SEC-registered investment adviser representatives at firm offices in Redding, California list the CFP designation; Edward Jones employs the most of them (5).
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 Redding?
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.