Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Alexandria, LA
Every SEC-registered financial advisor at a firm office in Alexandria who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Alexandria; the most are at Raymond James Financial Services Advisors, Inc. (2). 6 are also registered broker representatives.
CFP advisors in Alexandria, A to Z
Every advisor in Alexandria →- Donovan A. DavisLPL Financial LLC · Certified Financial Planner
- Joseph G. Descant IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kenneth D. ElliottJ.P. Morgan Securities LLC · Certified Financial Planner
- Alan E. KentCetera Investment Advisers LLC · Certified Financial Planner
- Robert H. KinbergerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark A. PritchardEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Alexandria
Raymond James Financial Services Advisors, Inc. 2Cetera Investment Advisers LLC 1Edward Jones 1J.P. Morgan Securities LLC 1LPL Financial LLC 1
CFP advisors in other Louisiana cities
All of Louisiana →New Orleans 105Baton Rouge 76Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3
Questions
How many CFP financial advisors are in Alexandria, LA?
6 SEC-registered investment adviser representatives at firm offices in Alexandria, Louisiana list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (2).
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 Alexandria?
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.