Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ponderay, ID
Every SEC-registered financial advisor at a firm office in Ponderay who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Ponderay; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Ponderay, A to Z
Every advisor in Ponderay →- Kenneth R. WoodEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Ponderay
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Ketchum 8Pocatello 7Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Ponderay, ID?
1 SEC-registered investment adviser representatives at firm offices in Ponderay, Idaho 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 Ponderay?
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.