Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lihue, HI
Every SEC-registered financial advisor at a firm office in Lihue who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Lihue; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Lihue, A to Z
Every advisor in Lihue →- Alek S. AhanaEdward Jones · Certified Financial Planner
- Brad T. KlontzOccidental Asset Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lihue
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Lihue, HI?
2 SEC-registered investment adviser representatives at firm offices in Lihue, Hawaii list the CFP designation; Edward Jones 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 Lihue?
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.