Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carterville, IL

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

The short answer

1 CFP advisor work in Carterville; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Carterville, A to Z

Every advisor in Carterville →

Calen M. McGintyEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Carterville

Edward Jones 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 708 Rockford 195 Downers Grove 125 Naperville 99 Oak Brook 59 Oakbrook Terrace 56 Wheaton 55 Springfield 46 Deerfield 45 Lombard 43 Schaumburg 43 Champaign 38 Northbrook 36 Lisle 32 Itasca 29 Palatine 26 Barrington 25 Evanston 25 Skokie 25 Arlington Heights 24 Peoria 24 Orland Park 22 Elmhurst 20 Libertyville 18

Questions

How many CFP financial advisors are in Carterville, IL?

1 SEC-registered investment adviser representatives at firm offices in Carterville, Illinois 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 Carterville?

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.