Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lexington, KY
Every SEC-registered financial advisor at a firm office in Lexington who lists the Certified Financial Planner designation, A to Z.
97 CFP professionals work in Lexington; the most are at McF Advisors, LLC (10). 40 are also registered broker representatives.
CFP advisors in Lexington, A to Z
Every advisor in Lexington →- Josh K. AckermanContext Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey L. AntleEdward Jones · Certified Financial Planner
- Jason L. AyersAsio Capital LLC · Certified Financial Planner
- Audrey BackEdward Jones · Certified Financial Planner
- Andrews T. BarkerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shawn A. BestMeridian Wealth Management, LLC · Certified Financial Planner
- Mehrdad BidarianLPL Financial LLC · Certified Financial Planner
- Jordan R. BieryRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John V. Boardman IIIBallast, Inc. · Certified Financial Planner
- Ramsey P. BovaMoneywatch Advisors, Inc. · Certified Financial Planner
- Patricia M. BreezeMeridian Wealth Management, LLC · Certified Financial Planner
- Casey A. BrightFourstar Wealth Advisors, LLC · Certified Financial Planner
- Richard F. Broadbent VMeridian Wealth Management, LLC · Certified Financial Planner
- Darold C. BrooksMeridian Wealth Management, LLC · Certified Financial Planner
- Ronald L. Brown IIKeystone Financial Group, LLC · Certified Financial Planner
- Matthew S. BurlewTruist Advisory Services, Inc. · Certified Financial Planner
- Brian T. BurtonBallast, Inc. · Certified Financial Planner
- Stephen ByarsMoneywatch Advisors, Inc. · Certified Financial Planner
- Eugene A. CastleMoneywise, Inc. · Certified Financial Planner
- Elizabeth CawoodEdward Jones · Certified Financial Planner
- Brenton J. CoopJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel J. CzulnoBluespring Wealth Management, LLC · Certified Financial Planner
- Mohua DasCrimson Oak Wealth Management, LLC · Certified Financial Planner
- James S. DowningMcF Advisors, LLC · Certified Financial Planner
- Rebecca R. FaulknerThe Welch Group, LLC · Certified Financial Planner
- Bradley C. FisherMcF Advisors, LLC · Certified Financial Planner
- Matthew A. FrescaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Allen C. Garner Jr.Sanctuary Advisors, LLC · Certified Financial Planner
- Zachary M. GatesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Erik P. GeiserGeiser Wealth Planning, LLC · Certified Financial Planner
- Steven J. GiacobbeMcF Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Logan S. GillandBluespring Wealth Management, LLC · Certified Financial Planner
- Jason C. GreshamWealth Management Of The Bluegrass, LLC. · Certified Financial Planner
- William C. HagginAtlanta Consulting Group Advisors, LLC · Certified Financial Planner
- Cameron K. HamiltonBallast, Inc. · Certified Financial Planner
- Jessica C. HaraluEdward Jones · Certified Financial Planner
- Christina J. HarrisonFirst Kentucky Securities Corporation · Certified Financial Planner
- Lee C. HelmersAmeriprise Financial Services, LLC · Certified Financial Planner
- Charles W. HillTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Michael W. HobbsKeystone Financial Group, LLC · Certified Financial Planner
- Timothy S. JenkinsKeystone Financial Group, LLC · Certified Financial Planner
- Tobin R. JenkinsKeystone Financial Group, LLC · Certified Financial Planner
- Jeffrey L. JenningsMcF Advisors, LLC · Certified Financial Planner
- Logan T. JohnsonAbri LLC · Certified Financial Planner
- Ben C. KaufmannHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph R. KelschE. S. Barr & Company · Certified Financial Planner
- Micah C. KinnettRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kevin M. KitchinLPL Financial LLC · Certified Financial Planner
- Trent T. LakesBallast, Inc. · Certified Financial Planner
- Sean T. LamannaMcF Advisors, LLC · Certified Financial Planner
- Stephanie L. LyttleAmeriprise Financial Services, LLC · Certified Financial Planner
- Tyler R. MainousLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Brittany B. ManningMcF Advisors, LLC · Certified Financial Planner
- Andrew M. MasonRitholtz Wealth Management · Certified Financial Planner
- John M. McIntoshRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Eric MiracleRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jeff MooreEdward Jones · Certified Financial Planner
- Gary A. MurphyEdelman Financial Engines · Certified Financial Planner
- Morgan MurrayAbri LLC · Certified Financial Planner
- David S. NealMercer Global Advisors Inc. · Certified Financial Planner
- Dawn M. NelsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Emily NelsonAlpha Financial Partners LLC · Certified Financial Planner
- Anne F. OliverMorgan Stanley · Certified Financial Planner
- Frank PattonLPL Financial LLC · Certified Financial Planner
- Jason E. PryorRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew J. ReynoldsBallast, Inc. · Certified Financial Planner
- Megan P. ReynoldsAtlanta Consulting Group Advisors, LLC · Certified Financial Planner
- James A. RichardsonMorgan Stanley · Certified Financial Planner
- Josiah M. RobbinsCetera Investment Advisers LLC · Certified Financial Planner
- Matthew L. RoseMcF Advisors, LLC · Certified Financial Planner
- Catherine E. SalsmanParagon Private Wealth Management LLC · Certified Financial Planner
- Andrew D. SatheMcF Advisors, LLC · Certified Financial Planner
- Noah L. SayreMcF Advisors, LLC · Certified Financial Planner
- Ralph D. ScearceInvest Inc. · Certified Financial Planner
- Aaron W. SeyfriedLPL Financial LLC · Certified Financial Planner
- Alexis-Rae R. SharmaLPL Financial LLC · Certified Financial Planner
- Rischi P. SharmaLPL Financial LLC · Certified Financial Planner
- David B. ShortInvestments & Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathan D. SlyhAdvisory Services Network · Certified Financial Planner
- James A. SmithInvest Inc. · Certified Financial Planner
- Mark A. SpinosaHunley Wealth Management LLC · Certified Financial Planner
- Christina A. StephensonStrategic Advisers LLC · Certified Financial Planner
- Mason D. StockhamMeridian Wealth Management, LLC · Certified Financial Planner
- Michael Don C. TinioWrenne Financial Planning LLC · Certified Financial Planner
- Gregory M. TurcotteAlpha Financial Partners LLC · Certified Financial Planner
- Patricia D. VerhalenOsaic Wealth, Inc. · Certified Financial Planner
- Zackary D. WallaceAbri LLC · Certified Financial Planner
- Robert D. WaltersTruist Advisory Services, Inc. · Certified Financial Planner
- Bruce D. Ward JrMeridian Wealth Management, LLC · Certified Financial Planner
- Eric J. WarrenFifth Third Securities, Inc. · Certified Financial Planner
- Victoria WatsonAbri LLC · Certified Financial Planner
- Michael WhitfieldWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jordan M. WilsonMeridian Wealth Management, LLC · Certified Financial Planner
- Daniel B. WrenneWrenne Financial Planning LLC · Certified Financial Planner
- Gerald E. YoxMcF Advisors, LLC · Certified Financial Planner
- Frank E. YozwiakBallast, Inc. · Certified Financial Planner
- Jeffrey D. ZiemannQ2 Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Lexington
McF Advisors, LLC 10LPL Financial LLC 7Meridian Wealth Management, LLC 7Ballast, Inc. 6Edward Jones 6Raymond James Financial Services Advisors, Inc. 5Abri LLC 4Keystone Financial Group, LLC 4Alpha Financial Partners LLC 2Ameriprise Financial Services, LLC 2Atlanta Consulting Group Advisors, LLC 2Bluespring Wealth Management, LLC 2Invest Inc. 2Moneywatch Advisors, Inc. 2Morgan Stanley 2
CFP advisors in other Kentucky cities
All of Kentucky →Louisville 171Covington 33Bowling Green 18Paducah 17Owensboro 12Florence 8Elizabethtown 6Fort Mitchell 4Fort Wright 4Ft. Mitchell 4Madisonville 4Nicholasville 4Richmond 4Somerset 4Danville 3Edgewood 3Henderson 3Lawrenceburg 3Mt. Sterling 3Prospect 3Shelbyville 3Villa Hills 3
Questions
How many CFP financial advisors are in Lexington, KY?
97 SEC-registered investment adviser representatives at firm offices in Lexington, Kentucky list the CFP designation; McF Advisors, LLC employs the most of them (10).
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 Lexington?
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.