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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Twin Falls, ID

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

4 CFP professionals work in Twin Falls; the most are at LPL Financial LLC (2). 3 are also registered broker representatives.

CFP advisors in Twin Falls, A to Z

Every advisor in Twin Falls →
  • Scott R. JacksonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel R. KingLPL Financial LLC · Certified Financial Planner
  • Andrew MechamJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. SturgillEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Twin Falls

LPL Financial LLC 2Edward Jones 1J.P. Morgan Securities LLC 1

CFP advisors in other Idaho cities

All of Idaho →

Boise 74Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Ketchum 8Pocatello 7Hayden 4Middleton 4Moscow 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3

Questions

How many CFP financial advisors are in Twin Falls, ID?

4 SEC-registered investment adviser representatives at firm offices in Twin Falls, Idaho list the CFP designation; LPL Financial LLC employs the most of them (2).

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 Twin Falls?

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.