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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Swan Valley, ID

Every SEC-registered financial advisor at a firm office in Swan Valley who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Swan Valley; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in Swan Valley, A to Z

Every advisor in Swan Valley →
  • Mark S. BannerCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Swan Valley

Cetera Investment Advisers LLC 1

CFP advisors in other Idaho cities

All of Idaho →

Boise 73Eagle 41Meridian 34Idaho Falls 19Coeur D'Alene 15Ketchum 8Pocatello 7Hayden 4Moscow 4Twin Falls 4Blackfoot 3Lewiston 3Nampa 3Rexburg 3

Questions

How many CFP financial advisors are in Swan Valley, ID?

1 SEC-registered investment adviser representatives at firm offices in Swan Valley, Idaho 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 Swan Valley?

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.