Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lebanon, KY

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

1 CFP advisor work in Lebanon; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Lebanon, A to Z

Every advisor in Lebanon →

Adam T. PoffEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Lebanon

Edward Jones 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 Lebanon, KY?

1 SEC-registered investment adviser representatives at firm offices in Lebanon, Kentucky 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 Lebanon?

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.