Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Quincy, IL
Every SEC-registered financial advisor at a firm office in Quincy who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Quincy; the most are at Edward Jones (2). 6 are also registered broker representatives.
CFP advisors in Quincy, A to Z
Every advisor in Quincy →- Michael G. DisalvoPurposepath Capital, LLC · Certified Financial Planner
- Derek J. HarrisEdward Jones · Certified Financial Planner
- David K. JanusWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kent R. McGinnisSpc · Certified Financial Planner, Chartered Financial Consultant
- Brandon L. MilesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jackson T. O'ConnorO'Connor Financial Group LLC · Certified Financial Planner
- Adam M. TallcottEdward Jones · Certified Financial Planner
- Gregory A. WittlandCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Quincy
Edward Jones 2Wells Fargo Clearing Services, LLC 2Cambridge Investment Research Advisors, Inc. 1O'Connor Financial Group LLC 1Purposepath Capital, LLC 1Spc 1
CFP advisors in other Illinois cities
All of Illinois →Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 49Deerfield 45Lombard 41Northbrook 38Champaign 37Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19
Questions
How many CFP financial advisors are in Quincy, IL?
8 SEC-registered investment adviser representatives at firm offices in Quincy, Illinois list the CFP designation; Edward Jones 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 Quincy?
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.