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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mt. Sterling, KY

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

3 CFP professionals work in Mt. Sterling; the most are at Townsend Financial Planning (3). 0 are also registered broker representatives.

CFP advisors in Mt. Sterling, A to Z

Every advisor in Mt. Sterling →

Firms with the most CFP professionals in Mt. Sterling

Townsend Financial Planning 3

CFP advisors in other Kentucky cities

All of Kentucky →

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

Questions

How many CFP financial advisors are in Mt. Sterling, KY?

3 SEC-registered investment adviser representatives at firm offices in Mt. Sterling, Kentucky list the CFP designation; Townsend Financial Planning employs the most of them (3).

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 Mt. Sterling?

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.