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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Baton Rouge, LA

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

76 CFP professionals work in Baton Rouge; the most are at LPL Financial LLC (9). 54 are also registered broker representatives.

CFP advisors in Baton Rouge, A to Z

Every advisor in Baton Rouge →

Firms with the most CFP professionals in Baton Rouge

LPL Financial LLC 9Edward Jones 8Ameriprise Financial Services, LLC 7Cetera Investment Advisers LLC 7Raymond James & Associates, Inc. 4Abel Hall, LLC 3Cwm, LLC 3Mariner Independent 3Capital South Wealth Management, LLC 2Eagle Strategies LLC 2Evans Investment Advisors, L.L.C. 2J.P. Morgan Securities LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Twru Private Wealth Management, LLC 2

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 105Metairie 59Lafayette 34Shreveport 29Mandeville 19Lake Charles 16Covington 12Houma 10Slidell 7Alexandria 6Monroe 6Prairieville 6Sulphur 4Thibodaux 4Belle Chasse 3Gonzales 3Gretna 3Metarie 3Minden 3New Iberia 3Ruston 3

Questions

How many CFP financial advisors are in Baton Rouge, LA?

76 SEC-registered investment adviser representatives at firm offices in Baton Rouge, Louisiana list the CFP designation; LPL Financial LLC employs the most of them (9).

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 Baton Rouge?

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.