Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Alexandria, KY

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

1 CFP advisor work in Alexandria; the most are at Strategic Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in Alexandria, A to Z

Every advisor in Alexandria →

Stephanie L. JonesStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Alexandria

Strategic Advisers LLC 1

CFP advisors in other Kentucky cities

All of Kentucky →

Louisville 171 Lexington 97 Covington 33 Bowling Green 18 Paducah 17 Owensboro 12 Florence 8 Elizabethtown 6 Fort Mitchell 4 Fort Wright 4 Ft. Mitchell 4 Madisonville 4 Nicholasville 4 Richmond 4 Somerset 4 Danville 3 Edgewood 3 Henderson 3 Lawrenceburg 3 Mt. Sterling 3 Prospect 3 Shelbyville 3 Villa Hills 3

Questions

How many CFP financial advisors are in Alexandria, KY?

1 SEC-registered investment adviser representatives at firm offices in Alexandria, Kentucky list the CFP designation; Strategic Advisers LLC 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 Alexandria?

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.