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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Spencerville, IN

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

The short answer

1 CFP advisor work in Spencerville; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Spencerville, A to Z

Every advisor in Spencerville →
  • Lucas F. SalernoCambridge Investment Research Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Spencerville

Cambridge Investment Research Advisors, Inc. 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 384Carmel 190Fort Wayne 84Evansville 40Fishers 39Kokomo 32Granger 27Lafayette 27South Bend 23Bloomington 19Zionsville 19Greenwood 18Auburn 16Columbus 16Mishawaka 16Noblesville 16Elkhart 14Crown Point 13Valparaiso 13Warsaw 13Winona Lake 12Anderson 11Merrillville 11Brownsburg 10

Questions

How many CFP financial advisors are in Spencerville, IN?

1 SEC-registered investment adviser representatives at firm offices in Spencerville, Indiana list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Spencerville?

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.