Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mililani, HI
Every SEC-registered financial advisor at a firm office in Mililani who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Mililani; the most are at Cetera Investment Advisers LLC (1). 4 are also registered broker representatives.
CFP advisors in Mililani, A to Z
Every advisor in Mililani →- Jose Maria M. JimenezCetera Investment Advisers LLC · Certified Financial Planner
- Tadahiro MeyaEdward Jones · Certified Financial Planner
- Cody H. MomoharaPlanmember Securities Corporation · Certified Financial Planner
- Brandon E. WallisLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Mililani
Cetera Investment Advisers LLC 1Edward Jones 1LPL Financial LLC 1Planmember Securities Corporation 1
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Mililani, HI?
4 SEC-registered investment adviser representatives at firm offices in Mililani, Hawaii list the CFP designation; Cetera Investment Advisers LLC 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 Mililani?
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.