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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Paducah, KY

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

17 CFP professionals work in Paducah; the most are at Morgan Stanley (4). 16 are also registered broker representatives.

CFP advisors in Paducah, A to Z

Every advisor in Paducah →

Firms with the most CFP professionals in Paducah

Morgan Stanley 4Edward Jones 3Cetera Investment Advisers LLC 2Robert W. Baird & Co. Incorporated 2Wells Fargo Clearing Services, LLC 2Ae Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1LPL Financial LLC 1Northwestern Mutual Investment Services, LLC 1

CFP advisors in other Kentucky cities

All of Kentucky →

Louisville 171Lexington 97Covington 33Bowling Green 18Owensboro 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 Paducah, KY?

17 SEC-registered investment adviser representatives at firm offices in Paducah, Kentucky list the CFP designation; Morgan Stanley employs the most of them (4).

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 Paducah?

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.