Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Durango, CO
Every SEC-registered financial advisor at a firm office in Durango who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Durango; the most are at LPL Financial LLC (2). 6 are also registered broker representatives.
CFP advisors in Durango, A to Z
Every advisor in Durango →- Lisa L. BayerOpus Financial Solutions LLC · Certified Financial Planner, Chartered Financial Analyst
- James M. BrostIntelligent Investment Management,llp · Certified Financial Planner
- David H. Burgess Jr.Summit Wealth Management · Certified Financial Planner
- Jonathan R. DonnawayLPL Financial LLC · Certified Financial Planner
- Kenneth C. DuncanLPL Financial LLC · Certified Financial Planner
- Michael J. GritisBentley Financial Group · Certified Financial Planner
- Patrick J. HillMorgan Stanley · Certified Financial Planner
- Joseph I. KusarRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derek R. LawsonPriority Financial Partners · Certified Financial Planner
- Trent D. PorterPriority Financial Partners · Certified Financial Planner
- Bradley A. TafoyaRmw Wealth Management, LLC · Certified Financial Planner
- David TranumWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael E. TylerFamily Financial Solutions Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Durango
LPL Financial LLC 2Priority Financial Partners 2Bentley Financial Group 1Family Financial Solutions Group, LLC 1Intelligent Investment Management,llp 1Morgan Stanley 1Opus Financial Solutions LLC 1Raymond James Financial Services Advisors, Inc. 1Rmw Wealth Management, LLC 1Summit Wealth Management 1Wells Fargo Clearing Services, LLC 1Western Wealth Management LLC 1
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Fort Collins 46Englewood 44Highlands Ranch 26Golden 25Broomfield 24Aurora 23Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Durango, CO?
13 SEC-registered investment adviser representatives at firm offices in Durango, Colorado list the CFP designation; LPL Financial LLC employs the most of them (2).
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 Durango?
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.