Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in #1240, HI
Every SEC-registered financial advisor at a firm office in #1240 who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in #1240; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 are also registered broker representatives.
CFP advisors in #1240, A to Z
Every advisor in #1240 →- Nicolas LongpreCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in #1240
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in #1240, HI?
1 SEC-registered investment adviser representatives at firm offices in #1240, Hawaii list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).
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 #1240?
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.