Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Newport, KY
Every SEC-registered financial advisor at a firm office in Newport who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Newport; the most are at Lively Financial LLC (1). 0 are also registered broker representatives.
CFP advisors in Newport, A to Z
Every advisor in Newport →- Glenn D. BujnochMcF Advisors, LLC · Certified Financial Planner
- Chad W. LivelyLively Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Newport
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 3Mt. Sterling 3Prospect 3Shelbyville 3Villa Hills 3
Questions
How many CFP financial advisors are in Newport, KY?
2 SEC-registered investment adviser representatives at firm offices in Newport, Kentucky list the CFP designation; Lively Financial 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 Newport?
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.