Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Riverside, CA
Every SEC-registered financial advisor at a firm office in Riverside who lists the Certified Financial Planner designation, A to Z.
The short answer
18 CFP professionals work in Riverside; the most are at LPL Financial LLC (4). 13 are also registered broker representatives.
CFP advisors in Riverside, A to Z
Every advisor in Riverside →- Randy K. BarkleyTricord Advisors, Inc. · Certified Financial Planner
- Steven W. BeckLPL Financial LLC · Certified Financial Planner
- Todd L. DreyerLPL Financial LLC · Certified Financial Planner
- Robert A. DuncanSimmons Capital Group · Certified Financial Planner
- Cecelia W. FairfaxC Financial And Tax Associates · Certified Financial Planner
- Jeremy C. GardunoLPL Financial LLC · Certified Financial Planner
- Douglas W. GroverCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Karl L. HicksThe Leonard Financial Group, LLC · Certified Financial Planner
- Gregg M. KobashigawaAmeriprise Financial Services, LLC · Certified Financial Planner
- Diep H. LeMorgan Stanley · Certified Financial Planner
- Peter C. LuponeValic Financial Advisors, Inc. · Certified Financial Planner
- Joseph F. Lyons Jr.Tricord Advisors, Inc. · Certified Financial Planner
- Spencer W. MacdougallCetera Investment Advisers LLC · Certified Financial Planner
- Christopher M. MarshTricord Advisors, Inc. · Certified Financial Planner
- Teresa A. ParkerCaptrust · Certified Financial Planner
- Don P. StalkerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kevin J. TetleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cameron C. ValadezLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Riverside
LPL Financial LLC 4Tricord Advisors, Inc. 3Cambridge Investment Research Advisors, Inc. 2Ameriprise Financial Services, LLC 1C Financial And Tax Associates 1Captrust 1Cetera Investment Advisers LLC 1Global Impact Wealth Management 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1Simmons Capital Group 1Steward Advisors Group, LLC 1The Leonard Financial Group, LLC 1Valic Financial 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 Riverside, CA?
18 SEC-registered investment adviser representatives at firm offices in Riverside, 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 Riverside?
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.