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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Avon, IN

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

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

CFP advisors in Avon, A to Z

Every advisor in Avon →

Firms with the most CFP professionals in Avon

LPL Financial LLC 2J.P. Morgan Securities LLC 1Migration Wealth Management, LLC 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21South Bend 20Bloomington 19Greenwood 16Noblesville 16Zionsville 16Columbus 15Mishawaka 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10

Questions

How many CFP financial advisors are in Avon, IN?

4 SEC-registered investment adviser representatives at firm offices in Avon, Indiana 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 Avon?

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.