Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Princeton, IN
Every SEC-registered financial advisor at a firm office in Princeton who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in Princeton; the most are at Edward Jones (1). 3 are also registered broker representatives.
CFP advisors in Princeton, A to Z
Every advisor in Princeton →- Christopher S. BarthelLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christian G. BurchEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jacinda J. HughenRobert W. Baird & Co. Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Princeton
Edward Jones 1LPL Enterprise, LLC 1Robert W. Baird & Co. Incorporated 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 Princeton, IN?
3 SEC-registered investment adviser representatives at firm offices in Princeton, Indiana 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 Princeton?
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.